ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 513 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $200,000 | -11.5% | 1,873 | -16.3% | 0.06% | -10.4% |
Q4 2021 | $226,000 | +2.3% | 2,238 | +0.2% | 0.07% | +1.5% |
Q3 2021 | $221,000 | +2.3% | 2,233 | +0.2% | 0.07% | -2.9% |
Q2 2021 | $216,000 | -24.2% | 2,229 | -25.2% | 0.07% | -24.4% |
Q1 2021 | $285,000 | +7.1% | 2,980 | -1.7% | 0.09% | -10.9% |
Q4 2020 | $266,000 | – | 3,032 | – | 0.10% | – |
Download |
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% |