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 | $18,862,575 | +6.2% | 190,743 | +8.3% | 2.97% | +2.9% |
| Q2 2023 | $17,753,957 | +5.7% | 176,148 | +6.6% | 2.88% | -2.9% |
| Q1 2023 | $16,790,776 | +2.4% | 165,166 | +5.0% | 2.97% | -5.2% |
| Q4 2022 | $16,397,265 | +20.5% | 157,303 | +5.5% | 3.13% | +3.4% |
| Q3 2022 | $13,610,000 | -2.2% | 149,081 | +7.6% | 3.03% | -2.9% |
| Q2 2022 | $13,914,000 | +2.6% | 138,540 | +10.6% | 3.12% | +4.5% |
| Q1 2022 | $13,558,000 | +13.7% | 125,316 | +6.1% | 2.98% | +11.9% |
| Q4 2021 | $11,925,000 | – | 118,085 | – | 2.67% | – |
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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% |