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 | $1,836,443 | -1.7% | 18,570 | +0.2% | 0.18% | +0.5% |
Q2 2023 | $1,868,166 | -1.9% | 18,535 | -1.1% | 0.18% | -8.0% |
Q1 2023 | $1,904,891 | -3.4% | 18,737 | -1.0% | 0.20% | -9.5% |
Q4 2022 | $1,972,310 | +13.7% | 18,920 | -0.4% | 0.22% | -12.0% |
Q3 2022 | $1,734,000 | -8.5% | 18,993 | +0.6% | 0.25% | -1.2% |
Q2 2022 | $1,896,000 | +0.6% | 18,878 | +7.1% | 0.25% | +12.4% |
Q1 2022 | $1,884,000 | +8.0% | 17,621 | +2.0% | 0.23% | -1.7% |
Q4 2021 | $1,745,000 | +7.1% | 17,277 | -0.0% | 0.23% | -6.9% |
Q3 2021 | $1,629,000 | -2.3% | 17,283 | +0.0% | 0.25% | -11.5% |
Q2 2021 | $1,668,000 | – | 17,281 | – | 0.28% | – |
Download |
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% |