ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 180 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 2.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $206,000 | -70.6% | 2,104 | -71.8% | 0.26% | -66.1% |
Q3 2019 | $701,000 | -2.0% | 7,449 | -1.5% | 0.78% | -1.9% |
Q2 2019 | $715,000 | +1.3% | 7,564 | 0.0% | 0.79% | -3.5% |
Q1 2019 | $706,000 | +8.1% | 7,564 | -2.2% | 0.82% | +2.4% |
Q4 2018 | $653,000 | -6.3% | 7,734 | +0.5% | 0.80% | +16.4% |
Q3 2018 | $697,000 | +135.5% | 7,694 | +120.8% | 0.69% | +109.1% |
Q2 2018 | $296,000 | +0.7% | 3,484 | 0.0% | 0.33% | +3.1% |
Q1 2018 | $294,000 | -19.7% | 3,484 | -14.3% | 0.32% | -17.6% |
Q4 2017 | $366,000 | +4.9% | 4,064 | 0.0% | 0.39% | +6.6% |
Q3 2017 | $349,000 | +0.3% | 4,064 | -2.9% | 0.36% | -8.3% |
Q2 2017 | $348,000 | -16.7% | 4,184 | -16.0% | 0.40% | -21.4% |
Q1 2017 | $418,000 | -8.5% | 4,979 | -10.4% | 0.50% | -14.4% |
Q4 2016 | $457,000 | -99.9% | 5,554 | -1.3% | 0.59% | +298.0% |
Q3 2016 | $458,000,000 | +0.4% | 5,629 | +1.4% | 0.15% | -5.7% |
Q2 2016 | $456,000,000 | -9.2% | 5,554 | -13.6% | 0.16% | -1.9% |
Q1 2016 | $502,000,000 | +6.1% | 6,429 | -0.2% | 0.16% | -14.9% |
Q4 2015 | $473,000,000 | -24.1% | 6,444 | -28.1% | 0.19% | -18.6% |
Q3 2015 | $623,000,000 | -14.3% | 8,959 | -9.4% | 0.23% | -12.5% |
Q2 2015 | $727,000,000 | +9.5% | 9,886 | +11.6% | 0.26% | -1.5% |
Q1 2015 | $664,000,000 | -24.5% | 8,859 | -22.9% | 0.27% | -4.3% |
Q4 2014 | $880,000,000 | +1.1% | 11,494 | -0.6% | 0.28% | -13.3% |
Q3 2014 | $870,000,000 | +94055.8% | 11,564 | -5.6% | 0.32% | -2.4% |
Q2 2014 | $924,000 | +4.5% | 12,254 | -1.0% | 0.33% | +28.3% |
Q1 2014 | $884,000 | -8.0% | 12,379 | -9.5% | 0.26% | -23.2% |
Q4 2013 | $961,000 | +5.0% | 13,679 | -0.8% | 0.34% | -4.3% |
Q2 2013 | $915,000 | – | 13,794 | – | 0.35% | – |
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% |