ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 691 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,286 | -2.5% | 52 | 0.0% | 0.00% | – |
| Q4 2022 | $5,420 | -22.6% | 52 | -30.7% | 0.00% | -100.0% |
| Q3 2022 | $7,000 | -96.1% | 75 | -96.6% | 0.00% | -94.4% |
| Q2 2020 | $180,000 | +3500.0% | 2,220 | +4430.6% | 0.02% | – |
| Q4 2019 | $5,000 | 0.0% | 49 | -14.0% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q1 2019 | $5,000 | -16.7% | 57 | -26.0% | 0.00% | -100.0% |
| Q4 2018 | $6,000 | -14.3% | 77 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $7,000 | 0.0% | 77 | -12.5% | 0.00% | 0.0% |
| Q1 2018 | $7,000 | -12.5% | 88 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $8,000 | – | 88 | – | 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% |