ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 481 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $22,000 | +10.0% | 250 | 0.0% | 0.01% | -12.5% |
| Q3 2020 | $20,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $20,000 | +11.1% | 250 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $18,000 | -28.0% | 250 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $25,000 | +4.2% | 250 | 0.0% | 0.01% | +12.5% |
| Q3 2019 | $24,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $24,000 | +4.3% | 250 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $23,000 | +9.5% | 250 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $21,000 | -8.7% | 250 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $23,000 | +9.5% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $21,000 | 0.0% | 250 | 0.0% | 0.01% | -18.2% |
| Q1 2018 | $21,000 | -41.7% | 250 | -36.9% | 0.01% | -42.1% |
| Q4 2017 | $36,000 | +5.9% | 396 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $34,000 | +3.0% | 396 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $33,000 | 0.0% | 396 | 0.0% | 0.02% | -5.0% |
| Q1 2017 | $33,000 | 0.0% | 396 | 0.0% | 0.02% | +5.3% |
| Q4 2016 | $33,000 | -76.3% | 396 | -76.9% | 0.02% | -78.7% |
| Q3 2016 | $139,000 | -1.4% | 1,712 | 0.0% | 0.09% | 0.0% |
| Q2 2016 | $141,000 | -1.4% | 1,712 | -6.8% | 0.09% | -32.6% |
| Q1 2016 | $143,000 | – | 1,837 | – | 0.13% | – |
Download | ||||||
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% |