ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 600 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $693,110 | -50.8% | 7,009 | -49.8% | 0.11% | -50.4% |
| Q2 2023 | $1,407,522 | -50.3% | 13,965 | -49.9% | 0.22% | -53.4% |
| Q1 2023 | $2,834,036 | -22.1% | 27,878 | -20.1% | 0.48% | -26.7% |
| Q4 2022 | $3,636,067 | +40.7% | 34,882 | +23.2% | 0.66% | +43.9% |
| Q3 2022 | $2,585,000 | +291.1% | 28,317 | +330.2% | 0.46% | +280.0% |
| Q2 2022 | $661,000 | -1.3% | 6,582 | +1.9% | 0.12% | -5.5% |
| Q1 2022 | $670,000 | – | 6,459 | – | 0.13% | – |
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% |