ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 499 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $244,000 | -2.4% | 2,586 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $250,000 | +2.0% | 2,586 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $245,000 | +7.9% | 2,586 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $227,000 | +9.1% | 2,586 | 0.0% | 0.02% | -6.2% |
| Q3 2020 | $208,000 | -1.0% | 2,586 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $210,000 | +13.5% | 2,586 | 0.0% | 0.02% | -11.1% |
| Q1 2020 | $185,000 | -47.4% | 2,586 | -27.9% | 0.02% | -40.0% |
| Q4 2019 | $352,000 | +4.1% | 3,586 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $338,000 | -0.3% | 3,586 | 0.0% | 0.03% | -6.2% |
| Q2 2019 | $339,000 | +1.2% | 3,586 | 0.0% | 0.03% | -3.0% |
| Q1 2019 | $335,000 | +10.6% | 3,586 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $303,000 | -6.8% | 3,586 | 0.0% | 0.03% | +6.5% |
| Q3 2018 | $325,000 | – | 3,586 | – | 0.03% | – |
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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% |