ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 378 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $42,000 | -27.6% | 431 | -30.6% | 0.02% | -30.6% |
| Q3 2019 | $58,000 | -1.7% | 621 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $59,000 | -15.7% | 621 | -16.8% | 0.04% | -21.7% |
| Q1 2019 | $70,000 | 0.0% | 746 | -9.7% | 0.05% | -11.5% |
| Q4 2018 | $70,000 | -23.9% | 826 | -18.1% | 0.05% | -10.3% |
| Q3 2018 | $92,000 | +5.7% | 1,009 | 0.0% | 0.06% | -3.3% |
| Q2 2018 | $87,000 | +3.6% | 1,009 | 0.0% | 0.06% | -1.6% |
| Q1 2018 | $84,000 | – | 1,009 | – | 0.06% | – |
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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% |