Arete Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,021 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,374,000
-5.7%
10,721
-9.8%
0.12%
-7.3%
Q4 2021$1,457,000
-2.2%
11,885
-8.5%
0.12%
-24.4%
Q3 2021$1,490,000
-34.1%
12,988
-33.0%
0.16%
-48.3%
Q2 2021$2,260,000
+67.3%
19,376
+63.6%
0.32%
+83.2%
Q1 2021$1,351,00011,8440.17%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Northside Capital Management, LLC 661,976$63,669,00018.86%
One Wealth Advisors, LLC 187,340$18,018,0009.79%
Keebeck Wealth Management, LLC 337,040$32,417,0005.64%
Powell Investment Advisors, LLC 73,164$7,037,0005.35%
Ellis Investment Partners, LLC 178,353$17,154,0005.21%
Ally Financial Inc. 526,000$50,591,0004.75%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 193,580$18,618,0004.13%
IFG Advisors, LLC 64,983$6,250,0003.87%
High Falls Advisors, Inc 127,399$12,253,0003.56%
Verus Financial Partners, Inc. 215,077$20,686,0003.54%
View complete list of ISHARES TR shareholders