ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 13 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $365,868 | -1.9% | 3,700 | 0.0% | 0.18% | +6.3% |
| Q2 2023 | $372,897 | -8.1% | 3,700 | -7.3% | 0.17% | -15.1% |
| Q1 2023 | $405,699 | +16.4% | 3,991 | +19.4% | 0.20% | +1.0% |
| Q4 2022 | $348,448 | +16.5% | 3,343 | +2.1% | 0.20% | +3.6% |
| Q3 2022 | $299,000 | -6.6% | 3,275 | +2.8% | 0.20% | -3.4% |
| Q2 2022 | $320,000 | +36.8% | 3,185 | +45.3% | 0.20% | +55.0% |
| Q1 2022 | $234,000 | +10.9% | 2,192 | +4.7% | 0.13% | +23.6% |
| Q4 2021 | $211,000 | – | 2,093 | – | 0.11% | – |
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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% |