WEALTHCARE CAPITAL MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 997 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.4%.

Quarter-by-quarter ownership
WEALTHCARE CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$20,000
-81.7%
178
-86.6%
0.00%
-84.6%
Q1 2016$109,000
+105.7%
1,329
+96.9%
0.01%
+116.7%
Q1 2015$53,000
-60.2%
675
-66.2%
0.01%
-73.9%
Q3 2013$133,000
+3.9%
2,0000.0%0.02%0.0%
Q2 2013$128,0002,0000.02%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Northside Capital Management, LLC 961,080$76,310,00054.73%
GRAY FINANCIAL GROUP /GA /ADV /ADV 1,008,487$80,074,00027.52%
EXCELSIA, INC. 83,018$6,592,00015.39%
FIDUCIARY TRUST INTERNATIONAL LLC 562,088$44,630,00012.69%
Longer Investments Inc. 136,195$10,814,0008.01%
WADE G W & INC 365,872$29,050,0007.61%
MONETA GROUP INVESTMENT ADVISORS LLC 161,648$12,835,0006.18%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 562,988$44,701,0006.12%
Mader & Shannon Wealth Management, Inc. 112,736$8,951,0006.03%
Stelac Advisory Services LLC 261,990$20,433,0005.98%
View complete list of ISHARES TR shareholders