Advisors Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 33 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Advisors Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$18,945
-10.7%
1760.0%0.00%
Q4 2022$21,226
-96.6%
176
-97.9%
0.00%
-100.0%
Q1 2020$617,000
+29.4%
8,387
+56.9%
0.02%
+50.0%
Q4 2018$477,0005,3460.01%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Northside Capital Management, LLC 661,976$63,669,00018.86%
One Wealth Advisors, LLC 187,340$18,018,0009.79%
Keebeck Wealth Management, LLC 337,040$32,417,0005.64%
Powell Investment Advisors, LLC 73,164$7,037,0005.35%
Ellis Investment Partners, LLC 178,353$17,154,0005.21%
Ally Financial Inc. 526,000$50,591,0004.75%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 193,580$18,618,0004.13%
IFG Advisors, LLC 64,983$6,250,0003.87%
High Falls Advisors, Inc 127,399$12,253,0003.56%
Verus Financial Partners, Inc. 215,077$20,686,0003.54%
View complete list of ISHARES TR shareholders