ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,117 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $282,000 | -61.7% | 2,965 | -60.3% | 0.00% | -33.3% |
| Q4 2017 | $736,000 | +185.3% | 7,465 | +171.3% | 0.00% | +50.0% |
| Q3 2017 | $258,000 | +5.3% | 2,752 | +3.8% | 0.00% | 0.0% |
| Q2 2017 | $245,000 | +1.2% | 2,652 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $242,000 | +3.0% | 2,652 | 0.0% | 0.00% | +100.0% |
| Q4 2016 | $235,000 | +3.5% | 2,652 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $227,000 | +0.4% | 2,652 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $226,000 | +4.1% | 2,652 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $217,000 | +9.0% | 2,652 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $199,000 | -3.9% | 2,652 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $207,000 | -1.9% | 2,652 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $211,000 | +7.7% | 2,652 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $196,000 | -5.8% | 2,652 | -1.9% | 0.00% | -50.0% |
| Q2 2014 | $208,000 | -69.1% | 2,704 | -70.6% | 0.00% | -71.4% |
| Q1 2014 | $674,000 | +256.6% | 9,198 | +246.8% | 0.01% | +600.0% |
| Q4 2013 | $189,000 | +7.4% | 2,652 | 0.0% | 0.00% | -50.0% |
| Q3 2013 | $176,000 | +3.5% | 2,652 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $170,000 | – | 2,652 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northside Capital Management, LLC | 661,976 | $63,669,000 | 18.86% |
| One Wealth Advisors, LLC | 187,340 | $18,018,000 | 9.79% |
| Keebeck Wealth Management, LLC | 337,040 | $32,417,000 | 5.64% |
| Powell Investment Advisors, LLC | 73,164 | $7,037,000 | 5.35% |
| Ellis Investment Partners, LLC | 178,353 | $17,154,000 | 5.21% |
| Ally Financial Inc. | 526,000 | $50,591,000 | 4.75% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 193,580 | $18,618,000 | 4.13% |
| IFG Advisors, LLC | 64,983 | $6,250,000 | 3.87% |
| High Falls Advisors, Inc | 127,399 | $12,253,000 | 3.56% |
| Verus Financial Partners, Inc. | 215,077 | $20,686,000 | 3.54% |