ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 523 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.32 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $410,000 | +3.3% | 5,460 | 0.0% | 0.01% | -8.3% |
| Q3 2015 | $397,000 | -20.0% | 5,460 | -14.3% | 0.01% | -7.7% |
| Q1 2015 | $496,000 | +3.1% | 6,370 | +5.1% | 0.01% | 0.0% |
| Q4 2014 | $481,000 | +7.4% | 6,060 | 0.0% | 0.01% | +8.3% |
| Q3 2014 | $448,000 | -3.9% | 6,060 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $466,000 | +5.0% | 6,060 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $444,000 | -22.8% | 6,060 | -24.8% | 0.01% | -29.4% |
| Q4 2013 | $575,000 | – | 8,060 | – | 0.02% | – |
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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% |