ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 706 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.49 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $767,000 | -0.8% | 8,588 | +11.4% | 0.29% | -7.6% |
| Q3 2018 | $773,000 | +18.0% | 7,711 | +15.1% | 0.32% | +9.3% |
| Q2 2018 | $655,000 | +5.8% | 6,700 | +2.9% | 0.29% | -1.4% |
| Q1 2018 | $619,000 | +4.7% | 6,512 | +8.6% | 0.29% | +8.9% |
| Q4 2017 | $591,000 | +4.2% | 5,998 | -1.0% | 0.27% | -5.6% |
| Q3 2017 | $567,000 | +3.1% | 6,058 | +1.6% | 0.29% | +4.0% |
| Q2 2017 | $550,000 | -38.3% | 5,960 | -39.0% | 0.28% | -48.6% |
| Q1 2017 | $891,000 | +11.4% | 9,778 | +8.3% | 0.54% | 0.0% |
| Q4 2016 | $800,000 | -4.3% | 9,029 | -7.4% | 0.54% | -14.3% |
| Q3 2016 | $836,000 | – | 9,755 | – | 0.62% | – |
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% |