ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 484 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $981,000 | +4.4% | 10,000 | 0.0% | 7.60% | +295.9% |
Q3 2019 | $940,000 | -54.7% | 10,000 | -54.5% | 1.92% | -2.3% |
Q2 2019 | $2,075,000 | -19.6% | 21,983 | -20.5% | 1.97% | -6.0% |
Q1 2019 | $2,580,000 | -1.1% | 27,639 | -10.7% | 2.09% | -19.1% |
Q4 2018 | $2,610,000 | +9.7% | 30,935 | +18.0% | 2.58% | +26.5% |
Q3 2018 | $2,380,000 | +17.4% | 26,209 | +9.7% | 2.04% | -5.1% |
Q2 2018 | $2,028,000 | +0.1% | 23,887 | -0.1% | 2.15% | +10.0% |
Q1 2018 | $2,025,000 | -3.4% | 23,908 | +3.8% | 1.96% | +3.3% |
Q4 2017 | $2,097,000 | – | 23,040 | – | 1.89% | – |
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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% |