ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 13 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $84,551 | +864.2% | 855 | +882.8% | 0.00% | – |
Q2 2023 | $8,769 | -97.8% | 87 | -97.8% | 0.00% | -100.0% |
Q1 2023 | $401,862 | +29557.7% | 3,953 | +30307.7% | 0.00% | – |
Q4 2022 | $1,355 | -96.7% | 13 | -96.8% | 0.00% | – |
Q2 2022 | $41,000 | -6.8% | 411 | 0.0% | 0.00% | – |
Q1 2022 | $44,000 | -27.9% | 411 | -31.5% | 0.00% | – |
Q4 2021 | $61,000 | +154.2% | 600 | +140.0% | 0.00% | – |
Q3 2021 | $24,000 | +50.0% | 250 | +24.4% | 0.00% | – |
Q3 2020 | $16,000 | +23.1% | 201 | +22.6% | 0.00% | – |
Q2 2020 | $13,000 | -80.6% | 164 | -82.4% | 0.00% | – |
Q1 2020 | $67,000 | +39.6% | 932 | +90.2% | 0.00% | – |
Q4 2019 | $48,000 | +37.1% | 490 | +32.1% | 0.00% | – |
Q3 2019 | $35,000 | +1650.0% | 371 | +1666.7% | 0.00% | – |
Q2 2019 | $2,000 | -98.6% | 21 | -98.7% | 0.00% | -100.0% |
Q1 2019 | $146,000 | -8.8% | 1,560 | -17.6% | 0.00% | 0.0% |
Q4 2018 | $160,000 | +15.1% | 1,893 | +22.9% | 0.00% | 0.0% |
Q3 2018 | $139,000 | -1.4% | 1,540 | -7.5% | 0.00% | 0.0% |
Q2 2018 | $141,000 | +17.5% | 1,664 | +17.2% | 0.00% | 0.0% |
Q1 2018 | $120,000 | -16.1% | 1,420 | -10.7% | 0.00% | 0.0% |
Q4 2017 | $143,000 | +22.2% | 1,590 | +17.0% | 0.00% | 0.0% |
Q3 2017 | $117,000 | +3.5% | 1,359 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $113,000 | -33.9% | 1,359 | -33.4% | 0.00% | 0.0% |
Q1 2017 | $171,000 | +11.8% | 2,041 | +9.8% | 0.00% | 0.0% |
Q4 2016 | $153,000 | +1.3% | 1,859 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $151,000 | -1.3% | 1,859 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $153,000 | -8.9% | 1,859 | -13.9% | 0.00% | 0.0% |
Q1 2016 | $168,000 | -13.0% | 2,159 | -17.7% | 0.00% | -50.0% |
Q4 2015 | $193,000 | +5.5% | 2,623 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $183,000 | +96.8% | 2,623 | +107.5% | 0.00% | +100.0% |
Q2 2015 | $93,000 | +29.2% | 1,264 | +31.8% | 0.00% | 0.0% |
Q1 2015 | $72,000 | -28.0% | 959 | -26.8% | 0.00% | 0.0% |
Q4 2014 | $100,000 | +47.1% | 1,310 | +45.6% | 0.00% | 0.0% |
Q3 2014 | $68,000 | -13.9% | 900 | -14.3% | 0.00% | 0.0% |
Q2 2014 | $79,000 | +3850.0% | 1,050 | +2988.2% | 0.00% | – |
Q1 2014 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – |
Q4 2013 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – |
Q3 2013 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – |
Q2 2013 | $2,000 | – | 34 | – | 0.00% | – |
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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% |