ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 689 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,185 | -32.6% | 629 | -31.3% | 0.03% | -25.0% |
| Q2 2023 | $92,307 | -2.1% | 916 | +0.3% | 0.04% | -23.4% |
| Q1 2023 | $94,249 | -0.7% | 913 | +0.3% | 0.05% | +6.8% |
| Q4 2022 | $94,875 | +15.7% | 910 | +1.0% | 0.04% | +4.8% |
| Q3 2022 | $82,000 | +24.2% | 901 | +36.9% | 0.04% | +27.3% |
| Q2 2022 | $66,000 | -64.5% | 658 | -62.2% | 0.03% | -60.2% |
| Q1 2022 | $186,000 | +0.5% | 1,741 | -5.2% | 0.08% | +12.2% |
| Q4 2021 | $185,000 | +6.3% | 1,836 | -0.6% | 0.07% | -8.6% |
| Q3 2021 | $174,000 | -2.2% | 1,848 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $178,000 | +1.1% | 1,848 | +0.8% | 0.08% | -6.9% |
| Q1 2021 | $176,000 | +8.6% | 1,833 | -0.8% | 0.09% | -5.4% |
| Q4 2020 | $162,000 | +9.5% | 1,847 | +0.5% | 0.09% | +4.5% |
| Q3 2020 | $148,000 | – | 1,838 | – | 0.09% | – |
Download | ||||||
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% |