ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 555 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.03 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,515 | -76.1% | 167 | -74.8% | 0.00% | -100.0% |
| Q4 2022 | $69,111 | +15.2% | 663 | 0.0% | 0.00% | +100.0% |
| Q3 2022 | $60,000 | 0.0% | 663 | +10.9% | 0.00% | -50.0% |
| Q2 2022 | $60,000 | -29.4% | 598 | -25.1% | 0.00% | 0.0% |
| Q1 2022 | $85,000 | +325.0% | 798 | +299.0% | 0.00% | +100.0% |
| Q4 2021 | $20,000 | +5.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $19,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $19,000 | +5.6% | 200 | -7.0% | 0.00% | 0.0% |
| Q4 2020 | $18,000 | -40.0% | 215 | -43.9% | 0.00% | -50.0% |
| Q3 2020 | $30,000 | +76.5% | 383 | +78.1% | 0.00% | +100.0% |
| Q2 2020 | $17,000 | +13.3% | 215 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | -79.7% | 215 | -71.8% | 0.00% | -80.0% |
| Q4 2019 | $74,000 | – | 763 | – | 0.01% | – |
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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% |