ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 374 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $1,464,000 | -32.3% | 14,500 | -42.9% | 0.24% | -46.1% |
Q2 2018 | $2,161,000 | +2.3% | 25,416 | +1.6% | 0.45% | +2.7% |
Q1 2018 | $2,113,000 | -6.3% | 25,006 | 0.0% | 0.44% | -10.5% |
Q4 2017 | $2,254,000 | +4.9% | 25,006 | +0.0% | 0.49% | +0.8% |
Q3 2017 | $2,149,000 | +3.4% | 25,000 | -0.0% | 0.48% | +7.3% |
Q2 2017 | $2,078,000 | -5.5% | 25,006 | -4.7% | 0.45% | -0.2% |
Q1 2017 | $2,200,000 | +7.0% | 26,241 | +5.0% | 0.45% | +4.4% |
Q4 2016 | $2,056,000 | -3.6% | 25,000 | -4.7% | 0.43% | -8.6% |
Q3 2016 | $2,132,000 | +3.8% | 26,235 | +4.9% | 0.47% | -4.4% |
Q2 2016 | $2,054,000 | +5.3% | 25,000 | 0.0% | 0.50% | +3442.9% |
Q1 2016 | $1,950,000 | – | 25,000 | – | 0.01% | – |
Download |
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% |