ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 691 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,959 | -1.9% | 2,912 | 0.0% | 0.14% | +2.1% |
| Q2 2023 | $293,492 | -0.7% | 2,912 | +0.2% | 0.14% | -6.6% |
| Q1 2023 | $295,528 | -2.6% | 2,907 | -0.1% | 0.15% | -7.3% |
| Q4 2022 | $303,305 | +12.8% | 2,910 | +0.5% | 0.16% | +1.9% |
| Q3 2022 | $269,000 | -7.6% | 2,895 | 0.0% | 0.16% | -3.0% |
| Q2 2022 | $291,000 | -6.7% | 2,895 | +0.3% | 0.17% | +9.9% |
| Q1 2022 | $312,000 | +6.8% | 2,887 | 0.0% | 0.15% | +4.1% |
| Q4 2021 | $292,000 | +1.4% | 2,887 | -3.7% | 0.14% | -10.5% |
| Q3 2021 | $288,000 | -10.0% | 2,999 | -9.6% | 0.16% | -12.0% |
| Q2 2021 | $320,000 | +45.5% | 3,317 | +43.3% | 0.18% | +52.1% |
| Q1 2021 | $220,000 | -7.6% | 2,314 | -14.8% | 0.12% | -11.7% |
| Q4 2020 | $238,000 | +6.2% | 2,716 | -2.6% | 0.14% | -4.9% |
| Q3 2020 | $224,000 | -2.6% | 2,789 | +19.0% | 0.14% | -22.2% |
| Q4 2019 | $230,000 | – | 2,343 | – | 0.18% | – |
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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% |