ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 716 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $56,664 | -1.9% | 573 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $57,753 | +468.1% | 573 | +473.0% | 0.02% | +375.0% |
Q1 2023 | $10,166 | +11.4% | 100 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $9,129 | +1.4% | 100 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $9,000 | -10.0% | 100 | 0.0% | 0.00% | -20.0% |
Q2 2022 | $10,000 | -9.1% | 100 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $11,000 | +10.0% | 100 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $10,000 | +11.1% | 100 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $9,000 | -10.0% | 100 | 0.0% | 0.01% | -16.7% |
Q2 2021 | $10,000 | +11.1% | 100 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | -14.3% |
Q4 2020 | $9,000 | +28.6% | 100 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $7,000 | – | 100 | – | 0.01% | – |
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% |