ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 689 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $327,635 | -32.2% | 3,359 | -29.9% | 0.15% | -28.0% |
| Q2 2023 | $483,184 | -5.3% | 4,794 | -3.4% | 0.21% | -7.9% |
| Q1 2023 | $510,018 | -2.3% | 4,963 | -1.0% | 0.23% | -3.8% |
| Q4 2022 | $522,122 | -80.8% | 5,015 | -82.7% | 0.24% | -82.9% |
| Q3 2022 | $2,721,000 | -14.2% | 28,965 | -9.0% | 1.39% | -8.1% |
| Q2 2022 | $3,173,000 | +940.3% | 31,815 | +1016.3% | 1.51% | +1005.1% |
| Q1 2022 | $305,000 | +3.4% | 2,850 | 0.0% | 0.14% | +10.5% |
| Q4 2021 | $295,000 | +6.1% | 2,850 | 0.0% | 0.12% | +4.2% |
| Q3 2021 | $278,000 | – | 2,850 | – | 0.12% | – |
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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% |