ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 458 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231,502 | +7616.7% | 2,341 | +8260.7% | 0.03% | – |
| Q2 2022 | $3,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | -91.2% | 28 | -91.7% | 0.00% | -100.0% |
| Q4 2021 | $34,000 | -5.6% | 336 | -13.0% | 0.00% | 0.0% |
| Q3 2021 | $36,000 | -30.8% | 386 | -28.3% | 0.00% | -33.3% |
| Q2 2021 | $52,000 | -91.4% | 538 | -91.6% | 0.01% | -92.4% |
| Q1 2021 | $607,000 | +8.4% | 6,392 | 0.0% | 0.08% | +5.3% |
| Q4 2020 | $560,000 | +8.9% | 6,392 | 0.0% | 0.08% | 0.0% |
| Q3 2020 | $514,000 | -1.0% | 6,392 | 0.0% | 0.08% | -8.5% |
| Q2 2020 | $519,000 | +13.6% | 6,392 | 0.0% | 0.08% | -5.7% |
| Q1 2020 | $457,000 | -27.6% | 6,392 | -0.7% | 0.09% | -10.3% |
| Q4 2019 | $631,000 | +4.0% | 6,437 | 0.0% | 0.10% | +10.2% |
| Q3 2019 | $607,000 | -0.3% | 6,437 | 0.0% | 0.09% | -4.3% |
| Q2 2019 | $609,000 | +1.5% | 6,437 | 0.0% | 0.09% | +1.1% |
| Q1 2019 | $600,000 | +10.5% | 6,437 | 0.0% | 0.09% | 0.0% |
| Q4 2018 | $543,000 | -9.5% | 6,437 | -2.8% | 0.09% | +3.4% |
| Q3 2018 | $600,000 | +6.8% | 6,621 | 0.0% | 0.09% | 0.0% |
| Q2 2018 | $562,000 | +0.4% | 6,621 | 0.0% | 0.09% | -8.3% |
| Q1 2018 | $560,000 | +74.5% | 6,621 | +85.9% | 0.10% | +88.2% |
| Q4 2017 | $321,000 | – | 3,562 | – | 0.05% | – |
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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% |