ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 490 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $5 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5 | -99.9% | 53 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | -16.7% | 53 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | -93.5% | 53 | -94.3% | 0.00% | -92.3% |
| Q4 2021 | $93,000 | +6.9% | 922 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $87,000 | -3.3% | 922 | -0.8% | 0.01% | 0.0% |
| Q2 2021 | $90,000 | -15.9% | 929 | -17.6% | 0.01% | -23.5% |
| Q1 2021 | $107,000 | -38.9% | 1,128 | -43.6% | 0.02% | -45.2% |
| Q4 2020 | $175,000 | -65.4% | 1,999 | -68.2% | 0.03% | -70.8% |
| Q3 2020 | $506,000 | +666.7% | 6,282 | +668.0% | 0.11% | +606.7% |
| Q2 2020 | $66,000 | -44.1% | 818 | -50.0% | 0.02% | 0.0% |
| Q1 2020 | $118,000 | -62.8% | 1,636 | -49.4% | 0.02% | -77.9% |
| Q4 2019 | $317,000 | +3.9% | 3,235 | 0.0% | 0.07% | -4.2% |
| Q3 2019 | $305,000 | – | 3,235 | – | 0.07% | – |
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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% |