ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 575 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $119,954 | -1.9% | 1,213 | 0.0% | 0.10% | +3.1% |
Q2 2023 | $122,258 | -0.9% | 1,213 | 0.0% | 0.10% | -4.9% |
Q1 2023 | $123,314 | -2.5% | 1,213 | 0.0% | 0.10% | -4.6% |
Q4 2022 | $126,443 | -50.0% | 1,213 | -56.4% | 0.11% | -53.2% |
Q3 2022 | $253,000 | -9.3% | 2,780 | 0.0% | 0.23% | -3.8% |
Q2 2022 | $279,000 | +114.6% | 2,780 | +129.2% | 0.24% | +126.4% |
Q1 2022 | $130,000 | +6.6% | 1,213 | 0.0% | 0.11% | +7.1% |
Q4 2021 | $122,000 | – | 1,213 | – | 0.10% | – |
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% |