ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 498 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $622,000 | +7.6% | 6,446 | +5.8% | 0.20% | -4.3% |
Q1 2021 | $578,000 | +13.3% | 6,091 | +4.7% | 0.21% | +1.0% |
Q4 2020 | $510,000 | +20.6% | 5,818 | +10.7% | 0.21% | -6.7% |
Q3 2020 | $423,000 | +2.4% | 5,258 | +3.3% | 0.22% | -4.7% |
Q2 2020 | $413,000 | +12.2% | 5,089 | -1.0% | 0.23% | +5.4% |
Q1 2020 | $368,000 | -16.6% | 5,142 | +14.5% | 0.22% | -6.3% |
Q4 2019 | $441,000 | +5.3% | 4,492 | +0.9% | 0.24% | -3.7% |
Q3 2019 | $419,000 | +1.9% | 4,452 | +2.4% | 0.25% | +0.8% |
Q2 2019 | $411,000 | +2.8% | 4,347 | +1.5% | 0.24% | -3.2% |
Q1 2019 | $400,000 | +20.1% | 4,284 | +8.6% | 0.25% | +10.0% |
Q4 2018 | $333,000 | – | 3,945 | – | 0.23% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CVS HEALTH Corp | 306,791 | $30,338,562 | 16.22% |
Essex Private Wealth Management, LLC | 36,564 | $3,615,834 | 12.35% |
VAUGHAN & Co SECURITIES, INC. | 145,774 | $14,415,574 | 10.71% |
REGIMEN WEALTH, LLC | 232,655 | $23,007,207 | 9.45% |
Kerntke Otto McGlone Wealth Management Group | 92,426 | $9,140,013 | 9.42% |
Kapstone Financial Advisors LLC | 104,503 | $10,334,302 | 9.31% |
BEAM WEALTH ADVISORS, INC. | 126,792 | $12,538,478 | 8.91% |
Townsend & Associates, Inc | 348,342 | $32,664,032 | 6.90% |
SWEENEY & MICHEL, LLC | 132,846 | $12,785,074 | 6.70% |
Sowa Financial Group, Inc. | 89,860 | $8,886 | 6.67% |