ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 731 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $311,000 | +26.9% | 3,412 | +40.5% | 0.01% | +50.0% |
Q4 2021 | $245,000 | +7.0% | 2,429 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $229,000 | -2.6% | 2,429 | 0.0% | 0.01% | -14.3% |
Q2 2021 | $235,000 | +1.7% | 2,429 | 0.0% | 0.01% | -30.0% |
Q1 2021 | $231,000 | -4.1% | 2,429 | -18.8% | 0.01% | -23.1% |
Q3 2020 | $241,000 | -0.8% | 2,992 | 0.0% | 0.01% | -18.8% |
Q2 2020 | $243,000 | +13.6% | 2,992 | 0.0% | 0.02% | -5.9% |
Q1 2020 | $214,000 | -27.0% | 2,992 | 0.0% | 0.02% | -34.6% |
Q4 2019 | $293,000 | – | 2,992 | – | 0.03% | – |
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% |