ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 305 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $5,000 | +150.0% | 65 | +132.1% | 0.00% | – |
| Q1 2016 | $2,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q4 2015 | $2,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q3 2015 | $2,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q2 2015 | $2,000 | -81.8% | 28 | -81.5% | 0.00% | -100.0% |
| Q1 2015 | $11,000 | +22.2% | 151 | +22.8% | 0.00% | 0.0% |
| Q4 2014 | $9,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $9,000 | 0.0% | 123 | 0.0% | 0.00% | -50.0% |
| Q2 2014 | $9,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $9,000 | – | 123 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CVS HEALTH Corp | 624,536 | $66,757,000 | 44.83% |
| Stuart Chaussee & Associates, Inc. | 243,504 | $26,028,000 | 12.40% |
| Essex Private Wealth Management, LLC | 40,860 | $4,368,000 | 11.78% |
| VAUGHAN & Co SECURITIES, INC. | 143,427 | $15,331,000 | 10.60% |
| Titus Wealth Management | 190,201 | $20,331,000 | 9.16% |
| BT Wealth Management LLC | 197,851 | $21,148,000 | 5.50% |
| Forefront Analytics, LLC | 134,961 | $14,426,000 | 5.36% |
| FOREFRONT WEALTH MANAGEMENT INC. | 47,707 | $5,099,000 | 5.04% |
| Lantz Financial LLC | 115,867 | $12,385,000 | 5.04% |
| KFA Private Wealth Group, LLC | 92,515 | $9,889,000 | 4.96% |