JUNCTURE WEALTH STRATEGIES, LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,210 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

Quarter-by-quarter ownership
JUNCTURE WEALTH STRATEGIES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$744,230
+19.0%
6,349
+9.2%
0.34%
+10.5%
Q3 2023$625,604
-7.8%
5,812
-2.9%
0.31%
-3.8%
Q2 2023$678,440
+153.1%
5,988
+140.0%
0.32%
+137.3%
Q3 2022$268,0002,4950.13%
Other shareholders
ISHARES TR shareholders Q4 2022
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