ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 555 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.03 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $330,000 | +2.2% | 5,399 | +2.1% | 0.00% | – |
| Q3 2019 | $323,000 | +1.9% | 5,290 | +1.9% | 0.00% | – |
| Q2 2019 | $317,000 | -2.5% | 5,189 | -2.3% | 0.00% | – |
| Q1 2019 | $325,000 | +2.2% | 5,313 | +2.2% | 0.00% | -100.0% |
| Q4 2018 | $318,000 | -24.8% | 5,199 | -24.9% | 0.00% | 0.0% |
| Q3 2018 | $423,000 | -8.6% | 6,920 | -8.8% | 0.00% | 0.0% |
| Q2 2018 | $463,000 | -2.9% | 7,584 | -2.9% | 0.00% | 0.0% |
| Q1 2018 | $477,000 | +94.7% | 7,807 | +94.6% | 0.00% | – |
| Q4 2017 | $245,000 | -14.6% | 4,011 | -14.7% | 0.00% | – |
| Q2 2017 | $287,000 | 0.0% | 4,700 | 0.0% | 0.00% | – |
| Q1 2017 | $287,000 | -13.6% | 4,700 | -13.6% | 0.00% | -100.0% |
| Q4 2016 | $332,000 | +9.2% | 5,440 | +9.5% | 0.00% | 0.0% |
| Q3 2016 | $304,000 | 0.0% | 4,970 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $304,000 | 0.0% | 4,970 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $304,000 | – | 4,970 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CVS HEALTH Corp | 624,536 | $66,757,000 | 44.83% |
| Stuart Chaussee & Associates, Inc. | 243,504 | $26,028,000 | 12.40% |
| Essex Private Wealth Management, LLC | 40,860 | $4,368,000 | 11.78% |
| VAUGHAN & Co SECURITIES, INC. | 143,427 | $15,331,000 | 10.60% |
| Titus Wealth Management | 190,201 | $20,331,000 | 9.16% |
| BT Wealth Management LLC | 197,851 | $21,148,000 | 5.50% |
| Forefront Analytics, LLC | 134,961 | $14,426,000 | 5.36% |
| FOREFRONT WEALTH MANAGEMENT INC. | 47,707 | $5,099,000 | 5.04% |
| Lantz Financial LLC | 115,867 | $12,385,000 | 5.04% |
| KFA Private Wealth Group, LLC | 92,515 | $9,889,000 | 4.96% |