ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 731 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,277,140 | +16.4% | 23,027 | +18.6% | 0.60% | +16.6% |
| Q2 2023 | $1,956,737 | +37.4% | 19,414 | +38.6% | 0.52% | +29.8% |
| Q1 2023 | $1,424,155 | +15.7% | 14,009 | +18.6% | 0.40% | +8.4% |
| Q4 2022 | $1,230,970 | +18.4% | 11,809 | +3.7% | 0.37% | +9.9% |
| Q3 2022 | $1,040,000 | +6.3% | 11,391 | +17.0% | 0.34% | +9.5% |
| Q2 2022 | $978,000 | -99.9% | 9,734 | +23.7% | 0.31% | +28.0% |
| Q1 2022 | $841,000,000 | +6.7% | 7,870 | +0.9% | 0.24% | -53.4% |
| Q4 2021 | $788,000,000 | +152613.2% | 7,798 | +42.4% | 0.51% | +102.0% |
| Q3 2021 | $516,000 | – | 5,475 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stratford Consulting, LLC | 373,709 | $31,339,000 | 12.52% |
| Noven Financial Group, Inc. | 188,161 | $15,779,000 | 10.33% |
| Wharton Business Group, LLC | 888,050 | $74,472,000 | 7.96% |
| LBMC INVESTMENT ADVISORS, LLC | 434,081 | $36,402,000 | 6.51% |
| Corbenic Partners LLC | 60,887 | $5,106,000 | 6.26% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 197,529 | $16,565,000 | 5.83% |
| ARS Wealth Advisors, LLC | 147,911 | $12,404,000 | 5.30% |
| Simply Money Advisors | 404,049 | $33,884,000 | 4.74% |
| Keystone Financial Planning, Inc. | 66,633 | $5,588,000 | 3.47% |
| Financial Advisors Network, Inc. | 45,859 | $3,815,000 | 3.30% |