HoyleCohen, 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
HoyleCohen, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$209,044
-5.8%
1,733
-16.4%
0.02%
-12.5%
Q3 2022$222,000
-9.0%
2,0740.0%0.02%
-4.0%
Q2 2022$244,000
-8.3%
2,0740.0%0.02%
+8.7%
Q1 2022$266,000
+1.1%
2,074
-3.2%
0.02%
+4.5%
Q4 2021$263,000
+10.0%
2,143
+2.9%
0.02%
-4.3%
Q3 2021$239,000
+9.1%
2,082
+10.9%
0.02%
+35.3%
Q2 2021$219,000
+2.3%
1,8770.0%0.02%
-22.7%
Q1 2021$214,0001,8770.02%
Other shareholders
ISHARES TR shareholders Q1 2021
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