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 | $1,862,510 | -0.6% | 18,834 | +1.3% | 0.46% | +5.5% |
Q2 2023 | $1,874,532 | -6.8% | 18,598 | -6.0% | 0.44% | -11.3% |
Q1 2023 | $2,010,397 | -2.2% | 19,776 | +0.2% | 0.50% | -10.5% |
Q4 2022 | $2,056,668 | +25.6% | 19,730 | +10.0% | 0.55% | +12.2% |
Q3 2022 | $1,637,000 | -8.4% | 17,933 | +0.8% | 0.49% | -6.5% |
Q2 2022 | $1,787,000 | +25.8% | 17,795 | +33.9% | 0.53% | +52.3% |
Q1 2022 | $1,420,000 | +9.4% | 13,288 | +3.2% | 0.35% | +10.2% |
Q4 2021 | $1,298,000 | +7.2% | 12,876 | +0.1% | 0.31% | +1.3% |
Q3 2021 | $1,211,000 | -2.4% | 12,857 | 0.0% | 0.31% | -2.8% |
Q2 2021 | $1,241,000 | +0.1% | 12,857 | -1.7% | 0.32% | -8.1% |
Q1 2021 | $1,240,000 | +0.2% | 13,073 | -4.9% | 0.35% | +3.0% |
Q4 2020 | $1,238,000 | – | 13,744 | – | 0.34% | – |
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% |