ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 481 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4 | 0.0% | 39 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4 | -99.9% | 39 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | -50.0% | 39 | -56.2% | 0.00% | -50.0% |
| Q3 2021 | $8,000 | -11.1% | 89 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | +12.5% | 89 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | 0.0% | 89 | -6.3% | 0.00% | -20.0% |
| Q3 2020 | $8,000 | 0.0% | 95 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $8,000 | -46.7% | 95 | -53.7% | 0.01% | -50.0% |
| Q1 2020 | $15,000 | -50.0% | 205 | -32.8% | 0.01% | -45.5% |
| Q4 2019 | $30,000 | -11.8% | 305 | -15.0% | 0.02% | -18.5% |
| Q3 2019 | $34,000 | +277.8% | 359 | +298.9% | 0.03% | +285.7% |
| Q2 2019 | $9,000 | -87.1% | 90 | -88.0% | 0.01% | -88.5% |
| Q1 2019 | $70,000 | +11.1% | 750 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $63,000 | – | 750 | – | 0.06% | – |
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% |