ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 499 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $255 | -62.3% | 2,575 | -61.7% | 0.00% | -60.0% |
Q2 2023 | $677 | -88.2% | 6,717 | -88.1% | 0.01% | -88.2% |
Q1 2023 | $5,724 | -1.0% | 56,310 | +1.6% | 0.08% | +4.9% |
Q4 2022 | $5,779 | -99.8% | 55,439 | +57.4% | 0.08% | +42.1% |
Q3 2022 | $3,216,000 | +1348.6% | 35,225 | +1594.3% | 0.06% | +1800.0% |
Q1 2022 | $222,000 | -19.3% | 2,079 | -27.0% | 0.00% | -40.0% |
Q2 2021 | $275,000 | -63.7% | 2,849 | -64.3% | 0.01% | -68.8% |
Q1 2021 | $758,000 | -21.3% | 7,989 | -27.3% | 0.02% | -27.3% |
Q4 2020 | $963,000 | +6.3% | 10,988 | -2.4% | 0.02% | -8.3% |
Q3 2020 | $906,000 | +9.4% | 11,253 | -2.7% | 0.02% | -11.1% |
Q1 2020 | $828,000 | +38.9% | 11,568 | +90.4% | 0.03% | +80.0% |
Q4 2019 | $596,000 | +33.9% | 6,075 | +28.7% | 0.02% | +7.1% |
Q3 2019 | $445,000 | +959.5% | 4,721 | +750.6% | 0.01% | +250.0% |
Q4 2014 | $42,000 | 0.0% | 555 | 0.0% | 0.00% | -20.0% |
Q3 2014 | $42,000 | -41.7% | 555 | -41.9% | 0.01% | -50.0% |
Q2 2014 | $72,000 | – | 955 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CVS HEALTH Corp | 306,791 | $30,921,465 | 15.99% |
Essex Private Wealth Management, LLC | 35,559 | $3,584,012 | 12.32% |
VAUGHAN & Co SECURITIES, INC. | 142,453 | $14,357,885 | 10.21% |
REGIMEN WEALTH, LLC | 225,080 | $22,685,827 | 9.40% |
Kapstone Financial Advisors LLC | 103,915 | $10,781,181 | 8.93% |
Kerntke Otto McGlone Wealth Management Group | 90,058 | $9,077,000 | 8.89% |
SWEENEY & MICHEL, LLC | 136,460 | $14,039,027 | 7.23% |
BEAM WEALTH ADVISORS, INC. | 90,110 | $9,082,234 | 6.30% |
Shira Ridge Wealth Management | 93,967 | $9,470,947 | 5.94% |
FOREFRONT WEALTH MANAGEMENT INC. | 43,573 | $4,391,738 | 5.80% |