ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 484 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $1,016,000 | -94.2% | 27,558 | -85.8% | 0.19% | -93.8% |
| Q3 2018 | $17,583,000 | +6.5% | 194,200 | 0.0% | 3.06% | +2.2% |
| Q2 2018 | $16,505,000 | +0.6% | 194,200 | 0.0% | 2.99% | -0.7% |
| Q1 2018 | $16,406,000 | -6.3% | 194,200 | 0.0% | 3.01% | -3.4% |
| Q4 2017 | $17,505,000 | +4.9% | 194,200 | 0.0% | 3.12% | +3.0% |
| Q3 2017 | $16,691,000 | +3.4% | 194,200 | 0.0% | 3.03% | +10.5% |
| Q2 2017 | $16,144,000 | -0.9% | 194,200 | 0.0% | 2.74% | -1.5% |
| Q1 2017 | $16,286,000 | +2.0% | 194,200 | 0.0% | 2.78% | -1.0% |
| Q4 2016 | $15,973,000 | -31.0% | 194,200 | -31.8% | 2.81% | -28.6% |
| Q3 2016 | $23,161,000 | +23.0% | 284,950 | +24.3% | 3.94% | +18.7% |
| Q2 2016 | $18,837,000 | – | 229,300 | – | 3.32% | – |
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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% |