ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 481 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297 | +17.9% | 3,010 | +20.4% | 0.03% | -12.1% |
| Q2 2023 | $252 | +7.2% | 2,501 | +8.1% | 0.03% | -5.7% |
| Q1 2023 | $235 | -2.1% | 2,313 | +0.4% | 0.04% | -10.3% |
| Q4 2022 | $240 | -99.9% | 2,303 | +0.5% | 0.04% | -2.5% |
| Q3 2022 | $209,000 | -18.0% | 2,291 | -27.8% | 0.04% | -58.3% |
| Q3 2020 | $255,000 | -0.8% | 3,172 | +0.1% | 0.10% | -10.3% |
| Q2 2020 | $257,000 | +13.2% | 3,170 | +0.1% | 0.11% | +32.1% |
| Q1 2020 | $227,000 | -34.8% | 3,167 | -10.8% | 0.08% | -30.2% |
| Q4 2019 | $348,000 | +64.9% | 3,551 | +58.5% | 0.12% | +45.0% |
| Q3 2019 | $211,000 | -9.8% | 2,241 | -10.6% | 0.08% | -17.5% |
| Q1 2019 | $234,000 | – | 2,507 | – | 0.10% | – |
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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% |