ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 575 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $396,709 | -0.3% | 3,936 | +0.5% | 0.21% | -2.7% |
Q1 2023 | $398,101 | -15.4% | 3,916 | -13.1% | 0.22% | -29.9% |
Q4 2022 | $470,488 | -1.8% | 4,504 | -14.1% | 0.31% | +6.1% |
Q3 2022 | $479,000 | -9.5% | 5,245 | -0.4% | 0.30% | -7.8% |
Q2 2022 | $529,000 | -6.2% | 5,265 | -0.3% | 0.32% | +9.6% |
Q1 2022 | $564,000 | +1.8% | 5,280 | -0.7% | 0.29% | -1.7% |
Q4 2021 | $554,000 | +8.4% | 5,319 | -1.9% | 0.30% | +4.6% |
Q3 2021 | $511,000 | -2.3% | 5,421 | 0.0% | 0.28% | -4.7% |
Q2 2021 | $523,000 | +9.9% | 5,421 | +8.6% | 0.30% | +3.5% |
Q1 2021 | $476,000 | +12.0% | 4,992 | +4.8% | 0.29% | -1.7% |
Q4 2020 | $425,000 | +15.2% | 4,764 | +4.9% | 0.29% | -0.7% |
Q3 2020 | $369,000 | +2.8% | 4,541 | +2.5% | 0.30% | -7.8% |
Q2 2020 | $359,000 | +10.5% | 4,431 | +8.2% | 0.32% | -3.9% |
Q1 2020 | $325,000 | -18.1% | 4,096 | -0.8% | 0.33% | +1.5% |
Q4 2019 | $397,000 | – | 4,131 | – | 0.33% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CVS HEALTH Corp | 624,536 | $66,757,000 | 44.83% |
Stuart Chaussee & Associates, Inc. | 243,504 | $26,028,000 | 12.40% |
Essex Private Wealth Management, LLC | 40,860 | $4,368,000 | 11.78% |
VAUGHAN & Co SECURITIES, INC. | 143,427 | $15,331,000 | 10.60% |
Titus Wealth Management | 190,201 | $20,331,000 | 9.16% |
BT Wealth Management LLC | 197,851 | $21,148,000 | 5.50% |
Forefront Analytics, LLC | 134,961 | $14,426,000 | 5.36% |
FOREFRONT WEALTH MANAGEMENT INC. | 47,707 | $5,099,000 | 5.04% |
Lantz Financial LLC | 115,867 | $12,385,000 | 5.04% |
KFA Private Wealth Group, LLC | 92,515 | $9,889,000 | 4.96% |