ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 374 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,724 | -1.9% | 159 | 0.0% | 0.01% | +14.3% |
Q2 2023 | $16,026 | -0.9% | 159 | 0.0% | 0.01% | -12.5% |
Q1 2023 | $16,164 | -2.5% | 159 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $16,574 | +10.5% | 159 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $15,000 | -6.2% | 159 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $16,000 | -5.9% | 159 | 0.0% | 0.01% | +14.3% |
Q1 2022 | $17,000 | +6.2% | 159 | 0.0% | 0.01% | +16.7% |
Q4 2021 | $16,000 | +6.7% | 159 | 0.0% | 0.01% | -14.3% |
Q3 2021 | $15,000 | 0.0% | 159 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $15,000 | 0.0% | 159 | 0.0% | 0.01% | -12.5% |
Q1 2021 | $15,000 | +7.1% | 159 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $14,000 | -56.2% | 159 | -60.6% | 0.01% | -60.0% |
Q3 2020 | $32,000 | -3.0% | 404 | 0.0% | 0.02% | -13.0% |
Q2 2020 | $33,000 | +13.8% | 404 | 0.0% | 0.02% | 0.0% |
Q1 2020 | $29,000 | -53.2% | 404 | -35.8% | 0.02% | -37.8% |
Q4 2019 | $62,000 | +5.1% | 629 | 0.0% | 0.04% | -5.1% |
Q3 2019 | $59,000 | 0.0% | 629 | 0.0% | 0.04% | -2.5% |
Q2 2019 | $59,000 | 0.0% | 629 | 0.0% | 0.04% | -9.1% |
Q1 2019 | $59,000 | +11.3% | 629 | 0.0% | 0.04% | -6.4% |
Q4 2018 | $53,000 | -15.9% | 629 | -10.0% | 0.05% | +6.8% |
Q3 2018 | $63,000 | -4.5% | 699 | -10.3% | 0.04% | -12.0% |
Q2 2018 | $66,000 | 0.0% | 779 | 0.0% | 0.05% | -3.8% |
Q1 2018 | $66,000 | -70.1% | 779 | -68.3% | 0.05% | -66.9% |
Q4 2017 | $221,000 | – | 2,459 | – | 0.16% | – |
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% |