ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 499 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $43,413 | -1.9% | 439 | 0.0% | 0.01% | +8.3% |
Q2 2023 | $44,247 | +8.8% | 439 | +9.8% | 0.01% | 0.0% |
Q1 2023 | $40,664 | +99080.5% | 400 | 0.0% | 0.01% | – |
Q4 2022 | $41 | -99.9% | 400 | +8.4% | 0.00% | – |
Q3 2022 | $33,000 | -10.8% | 369 | 0.0% | 0.00% | – |
Q2 2022 | $37,000 | -5.1% | 369 | 0.0% | 0.00% | – |
Q1 2022 | $39,000 | +225.0% | 369 | +210.1% | 0.00% | – |
Q4 2021 | $12,000 | +9.1% | 119 | 0.0% | 0.00% | – |
Q3 2021 | $11,000 | 0.0% | 119 | 0.0% | 0.00% | – |
Q2 2021 | $11,000 | 0.0% | 119 | 0.0% | 0.00% | – |
Q1 2021 | $11,000 | -21.4% | 119 | -29.6% | 0.00% | – |
Q4 2020 | $14,000 | +7.7% | 169 | 0.0% | 0.00% | – |
Q3 2020 | $13,000 | 0.0% | 169 | 0.0% | 0.00% | – |
Q2 2020 | $13,000 | -31.6% | 169 | -37.2% | 0.00% | – |
Q1 2020 | $19,000 | -56.8% | 269 | -42.2% | 0.00% | – |
Q2 2019 | $44,000 | -99.9% | 465 | +0.4% | 0.00% | -100.0% |
Q4 2018 | $39,123,000 | +76.8% | 463 | +77.4% | 0.01% | +75.0% |
Q2 2018 | $22,127,000 | +2.7% | 261 | +0.4% | 0.01% | -33.3% |
Q1 2018 | $21,553,000 | -8.4% | 260 | +0.8% | 0.01% | -7.7% |
Q4 2017 | $23,538,000 | +5.6% | 258 | +0.4% | 0.01% | 0.0% |
Q3 2017 | $22,285,000 | +5.2% | 257 | +0.4% | 0.01% | -7.1% |
Q2 2017 | $21,176,000 | -1.2% | 256 | 0.0% | 0.01% | +40.0% |
Q1 2017 | $21,431,000 | – | 256 | – | 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% |