PEOPLES FINANCIAL SERVICES CORP. - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 873 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.53 and the average weighting 0.3%.

Quarter-by-quarter ownership
PEOPLES FINANCIAL SERVICES CORP. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,382
-5.0%
500.0%0.00%0.0%
Q2 2023$5,665
-3.3%
500.0%0.00%0.0%
Q1 2023$5,859
-2.8%
500.0%0.00%0.0%
Q4 2022$6,030
+20.6%
500.0%0.00%0.0%
Q3 2022$5,000
-16.7%
500.0%0.00%0.0%
Q2 2022$6,0000.0%500.0%0.00%0.0%
Q1 2022$6,0000.0%500.0%0.00%
+50.0%
Q4 2021$6,0000.0%500.0%0.00%
-33.3%
Q3 2021$6,0000.0%500.0%0.00%0.0%
Q2 2021$6,0000.0%500.0%0.00%0.0%
Q1 2021$6,000
+20.0%
500.0%0.00%
+50.0%
Q4 2020$5,000
+25.0%
500.0%0.00%0.0%
Q3 2020$4,0000.0%500.0%0.00%0.0%
Q2 2020$4,0000.0%500.0%0.00%0.0%
Q1 2020$4,000
-20.0%
500.0%0.00%0.0%
Q4 2019$5,0000.0%500.0%0.00%
-33.3%
Q3 2019$5,0000.0%500.0%0.00%0.0%
Q2 2019$5,0000.0%500.0%0.00%0.0%
Q1 2019$5,000
+25.0%
500.0%0.00%
+50.0%
Q4 2018$4,000
-20.0%
500.0%0.00%
-33.3%
Q3 2018$5,0000.0%500.0%0.00%0.0%
Q2 2018$5,0000.0%500.0%0.00%0.0%
Q1 2018$5,0000.0%500.0%0.00%0.0%
Q4 2017$5,0000.0%500.0%0.00%0.0%
Q3 2017$5,000
-44.4%
50
-50.0%
0.00%
-40.0%
Q2 2017$9,000
-79.1%
100
-78.9%
0.01%
-80.8%
Q1 2017$43,000
+377.8%
475
+375.0%
0.03%
+333.3%
Q3 2016$9,0001000.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Northside Capital Management, LLC 961,080$76,310,00054.73%
GRAY FINANCIAL GROUP /GA /ADV /ADV 1,008,487$80,074,00027.52%
EXCELSIA, INC. 83,018$6,592,00015.39%
FIDUCIARY TRUST INTERNATIONAL LLC 562,088$44,630,00012.69%
Longer Investments Inc. 136,195$10,814,0008.01%
WADE G W & INC 365,872$29,050,0007.61%
MONETA GROUP INVESTMENT ADVISORS LLC 161,648$12,835,0006.18%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 562,988$44,701,0006.12%
Mader & Shannon Wealth Management, Inc. 112,736$8,951,0006.03%
Stelac Advisory Services LLC 261,990$20,433,0005.98%
View complete list of ISHARES TR shareholders