ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 490 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $534,007 | +70.6% | 5,400 | +51.3% | 0.00% | 0.0% |
| Q4 2020 | $313,000 | -1.9% | 3,569 | -10.0% | 0.00% | 0.0% |
| Q3 2020 | $319,000 | -20.8% | 3,967 | -29.5% | 0.00% | -50.0% |
| Q1 2020 | $403,000 | -38.5% | 5,627 | -15.8% | 0.00% | 0.0% |
| Q4 2019 | $655,000 | +26.4% | 6,680 | +21.3% | 0.00% | 0.0% |
| Q3 2019 | $518,000 | -0.4% | 5,505 | +0.0% | 0.00% | 0.0% |
| Q2 2019 | $520,000 | -3.7% | 5,503 | -5.0% | 0.00% | 0.0% |
| Q1 2019 | $540,000 | +506.7% | 5,790 | +450.9% | 0.00% | – |
| Q2 2018 | $89,000 | +21.9% | 1,051 | +21.6% | 0.00% | – |
| Q1 2018 | $73,000 | +1.4% | 864 | +8.4% | 0.00% | – |
| Q4 2017 | $72,000 | – | 797 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CVS HEALTH Corp | 624,536 | $62,722,000 | 52.01% |
| Angeles Investment Advisors, LLC | 2,162,920 | $217,222,000 | 19.86% |
| Bull Oak Capital, LLC | 162,500 | $16,320,000 | 15.09% |
| Essex Private Wealth Management, LLC | 38,182 | $3,835,000 | 14.33% |
| VAUGHAN & Co SECURITIES, INC. | 145,498 | $14,612,000 | 11.71% |
| SWISS RE LTD | 564,820 | $56,725,000 | 11.35% |
| Rain Capital Management, LLC | 133,852 | $13,443,000 | 9.66% |
| Titus Wealth Management | 189,826 | $19,064,000 | 9.55% |
| MCIA Inc | 182,506 | $18,400,000 | 9.20% |
| Prostatis Group LLC | 55,911 | $5,615,175 | 8.75% |