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 | ||||
---|---|---|---|---|---|---|
Q4 2018 | $342,000 | -6.8% | 4,057 | 0.0% | 0.20% | +13.1% |
Q3 2018 | $367,000 | +6.4% | 4,057 | 0.0% | 0.18% | -1.1% |
Q2 2018 | $345,000 | -9.9% | 4,057 | -10.5% | 0.18% | -11.9% |
Q1 2018 | $383,000 | -5.0% | 4,535 | +1.4% | 0.20% | +2.0% |
Q4 2017 | $403,000 | -0.2% | 4,471 | -4.8% | 0.20% | -3.4% |
Q3 2017 | $404,000 | -10.0% | 4,696 | -13.0% | 0.20% | -11.6% |
Q2 2017 | $449,000 | -2.8% | 5,397 | -2.1% | 0.23% | -6.8% |
Q1 2017 | $462,000 | +4.1% | 5,514 | +2.2% | 0.25% | -2.4% |
Q4 2016 | $444,000 | +1.4% | 5,393 | 0.0% | 0.26% | -3.4% |
Q3 2016 | $438,000 | -1.1% | 5,393 | 0.0% | 0.26% | -3.3% |
Q2 2016 | $443,000 | +228.1% | 5,393 | +211.9% | 0.27% | +217.4% |
Q1 2016 | $135,000 | +10.7% | 1,729 | +4.2% | 0.09% | +17.8% |
Q4 2015 | $122,000 | +69.4% | 1,660 | +60.2% | 0.07% | +62.2% |
Q3 2015 | $72,000 | -5.3% | 1,036 | 0.0% | 0.04% | -2.2% |
Q2 2015 | $76,000 | -2.6% | 1,036 | 0.0% | 0.05% | -4.2% |
Q1 2015 | $78,000 | – | 1,036 | – | 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% |