ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 697 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $973 | -1.8% | 9,841 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $991 | -0.9% | 9,841 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,000 | -2.4% | 9,841 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,025 | -99.9% | 9,841 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $898,000 | -11.2% | 9,841 | -2.3% | 0.00% | 0.0% |
| Q2 2022 | $1,011,000 | -3.8% | 10,075 | +2.4% | 0.00% | 0.0% |
| Q1 2022 | $1,051,000 | +5.8% | 9,841 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $993,000 | +7.1% | 9,841 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $927,000 | -2.3% | 9,841 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $949,000 | +1.7% | 9,841 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $933,000 | +8.2% | 9,841 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $862,000 | +8.8% | 9,841 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $792,000 | -0.8% | 9,841 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $798,000 | – | 9,841 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CVS HEALTH Corp | 306,791 | $30,338,562 | 16.22% |
| Essex Private Wealth Management, LLC | 36,564 | $3,615,834 | 12.35% |
| VAUGHAN & Co SECURITIES, INC. | 145,774 | $14,415,574 | 10.71% |
| REGIMEN WEALTH, LLC | 232,655 | $23,007,207 | 9.45% |
| Kerntke Otto McGlone Wealth Management Group | 92,426 | $9,140,013 | 9.42% |
| Kapstone Financial Advisors LLC | 104,503 | $10,334,302 | 9.31% |
| BEAM WEALTH ADVISORS, INC. | 126,792 | $12,538,478 | 8.91% |
| Townsend & Associates, Inc | 348,342 | $32,664,032 | 6.90% |
| SWEENEY & MICHEL, LLC | 132,846 | $12,785,074 | 6.70% |
| Sowa Financial Group, Inc. | 89,860 | $8,886 | 6.67% |