Capital Planning Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 574 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.31 and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2015$236,000
+6.3%
3,250
+10.2%
0.16%
+19.2%
Q2 2015$222,000
-3.5%
2,9500.0%0.13%
-18.8%
Q1 2015$230,000
-8.4%
2,950
-6.5%
0.16%
-26.6%
Q4 2014$251,0003,1550.22%
Other shareholders
ISHARES TR shareholders Q2 2015
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