PFS INVESTMENTS INC. - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 374 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.

Quarter-by-quarter ownership
PFS INVESTMENTS INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$588,000
+2.6%
6,200
-3.1%
0.02%
-6.2%
Q4 2020$573,000
-30.1%
6,401
-34.0%
0.02%
-83.7%
Q1 2018$820,000
+144.0%
9,696
+169.2%
0.10%
+55.6%
Q4 2017$336,0003,6020.06%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
CVS HEALTH Corp 624,536$66,757,00044.83%
Stuart Chaussee & Associates, Inc. 243,504$26,028,00012.40%
Essex Private Wealth Management, LLC 40,860$4,368,00011.78%
VAUGHAN & Co SECURITIES, INC. 143,427$15,331,00010.60%
Titus Wealth Management 190,201$20,331,0009.16%
BT Wealth Management LLC 197,851$21,148,0005.50%
Forefront Analytics, LLC 134,961$14,426,0005.36%
FOREFRONT WEALTH MANAGEMENT INC. 47,707$5,099,0005.04%
Lantz Financial LLC 115,867$12,385,0005.04%
KFA Private Wealth Group, LLC 92,515$9,889,0004.96%
View complete list of ISHARES TR shareholders