ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 691 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $929,989 | +76.4% | 9,227 | +77.9% | 0.01% | +27.3% |
Q1 2023 | $527,310 | +125.3% | 5,187 | +94.6% | 0.01% | +83.3% |
Q4 2020 | $234,000 | -6.0% | 2,665 | +4.8% | 0.01% | +200.0% |
Q4 2019 | $249,000 | -18.6% | 2,544 | -22.5% | 0.00% | -33.3% |
Q1 2019 | $306,000 | -5.8% | 3,282 | -8.6% | 0.00% | +50.0% |
Q3 2018 | $325,000 | +55.5% | 3,589 | +46.1% | 0.00% | +100.0% |
Q2 2018 | $209,000 | -29.6% | 2,456 | -30.2% | 0.00% | -50.0% |
Q1 2018 | $297,000 | -90.4% | 3,517 | -90.2% | 0.00% | -99.3% |
Q3 2017 | $3,093,000 | – | 35,987 | – | 0.28% | – |
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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% |