ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 680 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $205,691 | -1.9% | 2,080 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $209,643 | -0.9% | 2,080 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $211,453 | +97343.8% | 2,080 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $217 | -99.9% | 2,080 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $190,000 | -10.4% | 2,080 | -1.3% | 0.00% | 0.0% |
Q2 2022 | $212,000 | -4.5% | 2,108 | +1.3% | 0.00% | 0.0% |
Q1 2022 | $222,000 | +5.7% | 2,080 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $210,000 | – | 2,080 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CVS HEALTH Corp | 306,791 | $30,338,562 | 16.22% |
Essex Private Wealth Management, LLC | 36,564 | $3,615,834 | 12.35% |
VAUGHAN & Co SECURITIES, INC. | 145,774 | $14,415,574 | 10.71% |
REGIMEN WEALTH, LLC | 232,655 | $23,007,207 | 9.45% |
Kerntke Otto McGlone Wealth Management Group | 92,426 | $9,140,013 | 9.42% |
Kapstone Financial Advisors LLC | 104,503 | $10,334,302 | 9.31% |
BEAM WEALTH ADVISORS, INC. | 126,792 | $12,538,478 | 8.91% |
Townsend & Associates, Inc | 348,342 | $32,664,032 | 6.90% |
SWEENEY & MICHEL, LLC | 132,846 | $12,785,074 | 6.70% |
Sowa Financial Group, Inc. | 89,860 | $8,886 | 6.67% |