Arete Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,146 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.

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 2022
NameSharesValueWeighting ↓
Northside Capital Management, LLC 564,434$66,417,00020.98%
Chicago Wealth Management, Inc. 111,329$13,100,00011.70%
Keebeck Wealth Management, LLC 341,955$40,238,0007.69%
Ellis Investment Partners, LLC 219,999$25,887,0006.95%
Prime Capital Investment Advisors, LLC 958,648$112,804,0006.74%
Powell Investment Advisors, LLC 89,317$10,510,0006.37%
Financial Futures Ltd Liability Co. 48,060$5,655,0005.58%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 199,408$23,464,0005.36%
Pinnacle Financial Group, LLC / IL 50,359$5,926,0005.05%
Arcus Capital Partners, LLC 90,869$10,693,0004.68%
View complete list of ISHARES TR shareholders