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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $692,000 | +11.8% | 6,473 | +5.6% | 0.44% | +3.3% |
| Q4 2021 | $619,000 | +21.6% | 6,130 | +13.6% | 0.42% | +9.5% |
| Q3 2021 | $509,000 | +13.6% | 5,398 | +16.3% | 0.39% | +11.5% |
| Q2 2021 | $448,000 | +40.0% | 4,641 | +37.7% | 0.35% | +21.3% |
| Q1 2021 | $320,000 | +3.9% | 3,371 | -4.1% | 0.29% | -1.7% |
| Q4 2020 | $308,000 | – | 3,516 | – | 0.29% | – |
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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% |