ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 905 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.33 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $82,000 | – | 700 | – | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2015 | $223,000 | +3.2% | 2,968 | 0.0% | 0.01% | -22.2% |
| Q3 2015 | $216,000 | +730.8% | 2,968 | +748.0% | 0.01% | +800.0% |
| Q2 2015 | $26,000 | -3.7% | 350 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $27,000 | -92.1% | 350 | -92.1% | 0.00% | -92.9% |
| Q2 2014 | $341,000 | +4.9% | 4,430 | 0.0% | 0.01% | +7.7% |
| Q1 2014 | $325,000 | +139.0% | 4,430 | +133.2% | 0.01% | +116.7% |
| Q4 2013 | $136,000 | – | 1,900 | – | 0.01% | – |
Download | ||||||
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% |