ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 212 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.24 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2014 | $3,120,000 | +8.8% | 40,751 | +6.9% | 0.06% | +3.8% |
Q3 2014 | $2,867,000 | +22.3% | 38,135 | +22.7% | 0.05% | +26.2% |
Q2 2014 | $2,344,000 | +16.8% | 31,083 | +10.8% | 0.04% | +10.5% |
Q1 2014 | $2,006,000 | -71.8% | 28,055 | -72.3% | 0.04% | -67.5% |
Q4 2013 | $7,121,000 | +16.6% | 101,383 | +10.0% | 0.12% | +0.9% |
Q3 2013 | $6,108,000 | +29.4% | 92,154 | +29.4% | 0.12% | +14.9% |
Q2 2013 | $4,721,000 | – | 71,198 | – | 0.10% | – |
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% |