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 2015 | $327,000 | -3.5% | 4,350 | 0.0% | 0.08% | +2.4% |
| Q1 2015 | $339,000 | -1.7% | 4,350 | 0.0% | 0.08% | -2.4% |
| Q4 2014 | $345,000 | -11.1% | 4,350 | -17.1% | 0.08% | -13.4% |
| Q3 2014 | $388,000 | -4.0% | 5,250 | 0.0% | 0.10% | 0.0% |
| Q2 2014 | $404,000 | +4.9% | 5,250 | 0.0% | 0.10% | +7.8% |
| Q1 2014 | $385,000 | -64.8% | 5,250 | -65.8% | 0.09% | -64.1% |
| Q4 2013 | $1,094,000 | -7.5% | 15,333 | -14.0% | 0.25% | -14.0% |
| Q3 2013 | $1,183,000 | -6.1% | 17,838 | -9.4% | 0.29% | -11.8% |
| Q2 2013 | $1,260,000 | – | 19,688 | – | 0.33% | – |
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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% |