ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 898 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.60 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,150 | -5.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9,631 | -3.3% | 85 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $9,961 | -2.8% | 85 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $10,251 | +13.9% | 85 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | -10.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -16.7% | 85 | -5.6% | 0.00% | 0.0% |
| Q1 2022 | $12,000 | +9.1% | 90 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $11,000 | +10.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | +11.1% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +28.6% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -30.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | -70.6% | 90 | -73.1% | 0.00% | -75.0% |
| Q3 2019 | $34,000 | +209.1% | 334 | +198.2% | 0.00% | +300.0% |
| Q2 2019 | $11,000 | -84.5% | 112 | -84.5% | 0.00% | -88.9% |
| Q1 2019 | $71,000 | +57.8% | 721 | +56.7% | 0.01% | +28.6% |
| Q4 2017 | $45,000 | – | 460 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northside Capital Management, LLC | 564,434 | $66,417,000 | 20.98% |
| Chicago Wealth Management, Inc. | 111,329 | $13,100,000 | 11.70% |
| Keebeck Wealth Management, LLC | 341,955 | $40,238,000 | 7.69% |
| Ellis Investment Partners, LLC | 219,999 | $25,887,000 | 6.95% |
| Prime Capital Investment Advisors, LLC | 958,648 | $112,804,000 | 6.74% |
| Powell Investment Advisors, LLC | 89,317 | $10,510,000 | 6.37% |
| Financial Futures Ltd Liability Co. | 48,060 | $5,655,000 | 5.58% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 199,408 | $23,464,000 | 5.36% |
| Pinnacle Financial Group, LLC / IL | 50,359 | $5,926,000 | 5.05% |
| Arcus Capital Partners, LLC | 90,869 | $10,693,000 | 4.68% |