ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 450 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $219,000 | +6.3% | 2,421 | 0.0% | 0.05% | -63.4% |
| Q2 2018 | $206,000 | +0.5% | 2,421 | 0.0% | 0.14% | +215.6% |
| Q1 2018 | $205,000 | -6.0% | 2,421 | 0.0% | 0.04% | +21.6% |
| Q4 2017 | $218,000 | +4.8% | 2,421 | 0.0% | 0.04% | +23.3% |
| Q3 2017 | $208,000 | +3.5% | 2,421 | 0.0% | 0.03% | -11.8% |
| Q2 2017 | $201,000 | -1.0% | 2,421 | 0.0% | 0.03% | -10.5% |
| Q1 2017 | $203,000 | +2.0% | 2,421 | 0.0% | 0.04% | +8.6% |
| Q4 2016 | $199,000 | +1.0% | 2,421 | 0.0% | 0.04% | -5.4% |
| Q3 2016 | $197,000 | +9750.0% | 2,421 | +8248.3% | 0.04% | – |
| Q2 2016 | $2,000 | – | 29 | – | 0.00% | – |
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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% |