Logan Stone Capital, LLC - ISHARES TR ownership

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
Logan Stone Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,571,018
+36.2%
13,866
+40.9%
0.53%
+16.9%
Q1 2023$1,153,286
+15.2%
9,842
+18.6%
0.46%
+21.9%
Q4 2022$1,000,980
+269.4%
8,300
+228.7%
0.37%
+110.1%
Q3 2022$271,000
-41.2%
2,525
-35.5%
0.18%
-47.5%
Q2 2022$461,0003,9160.34%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Northside Capital Management, LLC 681,257$73,330,56916.92%
Corundum Trust Company, INC 22,774$2,448,8887.32%
Ellis Investment Partners, LLC 233,646$25,149,6606.47%
Powell Investment Advisors, LLC 91,875$10,023,9396.02%
REDMONT WEALTH ADVISORS LLC 30,220$3,252,8815.71%
Wealth Quarterback LLC 53,526$5,761,5434.98%
Gunma Bank,Ltd. 62,500$6,7284.90%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 196,155$21,113,9824.82%
Arcus Capital Partners, LLC 136,746$14,722,2894.52%
Pinnacle Financial Group, LLC / IL 54,528$5,869,4133.49%
View complete list of ISHARES TR shareholders