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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $32,000 | +10.3% | 400 | 0.0% | 0.00% | – |
| Q1 2020 | $29,000 | -31.0% | 400 | 0.0% | 0.00% | – |
| Q4 2019 | $42,000 | +2.4% | 400 | 0.0% | 0.00% | – |
| Q3 2019 | $41,000 | +2.5% | 400 | 0.0% | 0.00% | – |
| Q2 2019 | $40,000 | +2.6% | 400 | 0.0% | 0.00% | – |
| Q1 2019 | $39,000 | +8.3% | 400 | 0.0% | 0.00% | – |
| Q4 2018 | $36,000 | -10.0% | 400 | 0.0% | 0.00% | – |
| Q3 2018 | $40,000 | +2.6% | 400 | 0.0% | 0.00% | – |
| Q2 2018 | $39,000 | +2.6% | 400 | 0.0% | 0.00% | – |
| Q1 2018 | $38,000 | -2.6% | 400 | 0.0% | 0.00% | – |
| Q4 2017 | $39,000 | +5.4% | 400 | 0.0% | 0.00% | – |
| Q3 2017 | $37,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q2 2017 | $37,000 | +2.8% | 400 | 0.0% | 0.00% | – |
| Q1 2017 | $36,000 | +2.9% | 400 | 0.0% | 0.00% | – |
| Q4 2016 | $35,000 | +2.9% | 400 | 0.0% | 0.00% | – |
| Q3 2016 | $34,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q2 2016 | $34,000 | +3.0% | 400 | 0.0% | 0.00% | – |
| Q1 2016 | $33,000 | +10.0% | 400 | 0.0% | 0.00% | – |
| Q4 2015 | $30,000 | +3.4% | 400 | 0.0% | 0.00% | – |
| Q3 2015 | $29,000 | -3.3% | 400 | 0.0% | 0.00% | – |
| Q2 2015 | $30,000 | -3.2% | 400 | 0.0% | 0.00% | – |
| Q1 2015 | $31,000 | -56.3% | 400 | -55.6% | 0.00% | – |
| Q4 2014 | $71,000 | +7.6% | 900 | 0.0% | 0.00% | – |
| Q3 2014 | $66,000 | -4.3% | 900 | 0.0% | 0.00% | – |
| Q2 2014 | $69,000 | +4.5% | 900 | 0.0% | 0.00% | – |
| Q1 2014 | $66,000 | +3.1% | 900 | 0.0% | 0.00% | – |
| Q4 2013 | $64,000 | +6.7% | 900 | 0.0% | 0.00% | – |
| Q3 2013 | $60,000 | +3.4% | 900 | 0.0% | 0.00% | – |
| Q2 2013 | $58,000 | – | 900 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northside Capital Management, LLC | 681,257 | $73,330,569 | 16.92% |
| Corundum Trust Company, INC | 22,774 | $2,448,888 | 7.32% |
| Ellis Investment Partners, LLC | 233,646 | $25,149,660 | 6.47% |
| Powell Investment Advisors, LLC | 91,875 | $10,023,939 | 6.02% |
| REDMONT WEALTH ADVISORS LLC | 30,220 | $3,252,881 | 5.71% |
| Wealth Quarterback LLC | 53,526 | $5,761,543 | 4.98% |
| Gunma Bank,Ltd. | 62,500 | $6,728 | 4.90% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 196,155 | $21,113,982 | 4.82% |
| Arcus Capital Partners, LLC | 136,746 | $14,722,289 | 4.52% |
| Pinnacle Financial Group, LLC / IL | 54,528 | $5,869,413 | 3.49% |