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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,083 | -1.9% | 375 | 0.0% | 0.02% | +4.2% |
| Q2 2023 | $37,796 | -0.9% | 375 | 0.0% | 0.02% | -7.7% |
| Q1 2023 | $38,122 | -1.8% | 375 | 0.0% | 0.03% | -13.3% |
| Q4 2022 | $38,807 | +10.9% | 375 | 0.0% | 0.03% | +11.1% |
| Q3 2022 | $35,000 | -7.9% | 375 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $38,000 | -5.0% | 375 | 0.0% | 0.03% | +8.0% |
| Q1 2022 | $40,000 | +5.3% | 375 | 0.0% | 0.02% | +13.6% |
| Q4 2021 | $38,000 | +5.6% | 375 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $36,000 | 0.0% | 375 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $36,000 | 0.0% | 375 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $36,000 | +5.9% | 375 | 0.0% | 0.02% | +4.8% |
| Q4 2020 | $34,000 | +13.3% | 375 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $30,000 | 0.0% | 375 | 0.0% | 0.02% | -32.3% |
| Q2 2020 | $30,000 | 0.0% | 375 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $30,000 | -18.9% | 375 | 0.0% | 0.03% | +6.9% |
| Q4 2019 | $37,000 | – | 375 | – | 0.03% | – |
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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% |