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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,488 | -1.1% | 14,925 | 0.0% | 0.63% | -0.2% |
Q2 2023 | $1,504 | -14.8% | 14,925 | -14.0% | 0.63% | -17.2% |
Q1 2023 | $1,765 | -42.7% | 17,358 | -41.3% | 0.76% | -47.7% |
Q4 2022 | $3,080 | -99.9% | 29,551 | +3.5% | 1.45% | +17.6% |
Q3 2022 | $2,623,000 | -40.2% | 28,548 | -34.6% | 1.24% | -40.9% |
Q2 2022 | $4,385,000 | +8849.0% | 43,659 | +7176.5% | 2.09% | +4992.7% |
Q4 2016 | $49,000 | -50.0% | 600 | -50.0% | 0.04% | -2.4% |
Q3 2016 | $98,000 | 0.0% | 1,200 | 0.0% | 0.04% | +2.4% |
Q2 2016 | $98,000 | +4.3% | 1,200 | 0.0% | 0.04% | +5.1% |
Q1 2016 | $94,000 | +6.8% | 1,200 | 0.0% | 0.04% | +5.4% |
Q4 2015 | $88,000 | +2.3% | 1,200 | 0.0% | 0.04% | +2.8% |
Q3 2015 | $86,000 | -2.3% | 1,200 | 0.0% | 0.04% | +12.5% |
Q2 2015 | $88,000 | – | 1,200 | – | 0.03% | – |
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% |