ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 510 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,318,170 | -15.6% | 13,330 | -14.0% | 0.79% | -15.4% |
| Q2 2023 | $1,561,656 | -7.9% | 15,494 | -7.1% | 0.93% | -13.0% |
| Q1 2023 | $1,695,048 | -20.9% | 16,674 | -18.9% | 1.07% | -24.1% |
| Q4 2022 | $2,142,754 | +67.3% | 20,556 | +46.5% | 1.41% | +55.2% |
| Q3 2022 | $1,281,000 | -11.2% | 14,027 | -2.4% | 0.91% | -4.2% |
| Q2 2022 | $1,443,000 | -3.5% | 14,370 | -3.0% | 0.95% | +15.5% |
| Q4 2021 | $1,496,000 | -5.1% | 14,815 | +0.4% | 0.82% | -9.8% |
| Q1 2021 | $1,577,000 | – | 14,752 | – | 0.91% | – |
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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% |