ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 514 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $283,527 | -22.2% | 2,867 | -20.7% | 0.24% | -21.3% |
| Q2 2023 | $364,567 | -20.9% | 3,617 | -20.2% | 0.30% | -27.6% |
| Q1 2023 | $460,628 | -2.0% | 4,531 | +0.5% | 0.42% | -29.4% |
| Q4 2022 | $470,154 | +14.7% | 4,510 | +0.5% | 0.59% | +29.2% |
| Q3 2022 | $410,000 | -17.2% | 4,488 | -8.1% | 0.46% | -32.2% |
| Q2 2022 | $495,000 | +19.0% | 4,883 | +25.3% | 0.67% | +132.9% |
| Q1 2022 | $416,000 | +5.9% | 3,896 | +0.1% | 0.29% | +18.9% |
| Q4 2021 | $393,000 | -4.4% | 3,893 | -9.5% | 0.24% | +1.2% |
| Q3 2021 | $411,000 | -18.1% | 4,303 | -17.3% | 0.24% | -14.9% |
| Q2 2021 | $502,000 | +29.7% | 5,203 | +27.6% | 0.28% | +14.6% |
| Q1 2021 | $387,000 | +73.5% | 4,077 | +60.5% | 0.25% | +62.9% |
| Q4 2020 | $223,000 | – | 2,540 | – | 0.15% | – |
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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% |