ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 297 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $57,000 | +7.5% | 603 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $53,000 | +10.4% | 603 | +1.0% | 0.01% | 0.0% |
Q3 2020 | $48,000 | 0.0% | 597 | +1.0% | 0.01% | -9.1% |
Q2 2020 | $48,000 | +17.1% | 591 | +2.4% | 0.01% | -8.3% |
Q1 2020 | $41,000 | -28.1% | 577 | 0.0% | 0.01% | -7.7% |
Q4 2019 | $57,000 | +5.6% | 577 | 0.0% | 0.01% | -13.3% |
Q3 2019 | $54,000 | -1.8% | 577 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $55,000 | +1.9% | 577 | 0.0% | 0.02% | -6.2% |
Q1 2019 | $54,000 | +10.2% | 577 | 0.0% | 0.02% | -5.9% |
Q4 2018 | $49,000 | -5.8% | 577 | 0.0% | 0.02% | -5.6% |
Q3 2018 | $52,000 | +6.1% | 577 | 0.0% | 0.02% | +5.9% |
Q2 2018 | $49,000 | 0.0% | 577 | 0.0% | 0.02% | +6.2% |
Q1 2018 | $49,000 | -5.8% | 577 | 0.0% | 0.02% | -5.9% |
Q4 2017 | $52,000 | -65.1% | 577 | -66.7% | 0.02% | -66.0% |
Q3 2017 | $149,000 | +210.4% | 1,731 | +200.0% | 0.05% | +177.8% |
Q2 2017 | $48,000 | 0.0% | 577 | 0.0% | 0.02% | -5.3% |
Q1 2017 | $48,000 | +2.1% | 577 | 0.0% | 0.02% | -5.0% |
Q4 2016 | $47,000 | 0.0% | 577 | 0.0% | 0.02% | -4.8% |
Q3 2016 | $47,000 | 0.0% | 577 | 0.0% | 0.02% | -4.5% |
Q2 2016 | $47,000 | +4.4% | 577 | 0.0% | 0.02% | -12.0% |
Q1 2016 | $45,000 | +7.1% | 577 | 0.0% | 0.02% | +4.2% |
Q4 2015 | $42,000 | +5.0% | 577 | 0.0% | 0.02% | -4.0% |
Q3 2015 | $40,000 | -4.8% | 577 | 0.0% | 0.02% | -3.8% |
Q2 2015 | $42,000 | -2.3% | 577 | 0.0% | 0.03% | 0.0% |
Q1 2015 | $43,000 | -2.3% | 577 | 0.0% | 0.03% | -16.1% |
Q4 2014 | $44,000 | +2.3% | 577 | 0.0% | 0.03% | -6.1% |
Q3 2014 | $43,000 | 0.0% | 577 | 0.0% | 0.03% | -2.9% |
Q2 2014 | $43,000 | +4.9% | 577 | 0.0% | 0.03% | 0.0% |
Q1 2014 | $41,000 | 0.0% | 577 | 0.0% | 0.03% | 0.0% |
Q4 2013 | $41,000 | +7.9% | 577 | 0.0% | 0.03% | -5.6% |
Q3 2013 | $38,000 | – | 577 | – | 0.04% | – |
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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% |