JUNCTURE WEALTH STRATEGIES, LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 33 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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 2023
NameSharesValueWeighting ↓
Northside Capital Management, LLC 636,508$72,116,31224.97%
Corundum Trust Company, INC 22,774$2,580,2947.06%
Ellis Investment Partners, LLC 241,360$27,346,0506.70%
Powell Investment Advisors, LLC 90,662$10,272,0356.00%
REDMONT WEALTH ADVISORS LLC 30,220$3,423,9265.89%
Keebeck Wealth Management, LLC 342,107$38,760,7235.33%
Gunma Bank,Ltd. 62,500$7,0814.80%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 197,680$22,397,0564.78%
Financial Futures Ltd Liability Co. 50,337$5,703,1824.51%
Employees' Retirement Fund of the City of Fort Worth 193,146$21,883,4414.08%
View complete list of ISHARES TR shareholders