Colorado Capital Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 702 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.54 and the average weighting 0.6%.

Quarter-by-quarter ownership
Colorado Capital Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2016$3,155,000
+0.5%
36,822
-0.0%
2.91%
-3.9%
Q2 2016$3,140,000
+2.8%
36,826
-1.5%
3.03%
-1.2%
Q1 2016$3,053,000
+6.7%
37,388
-1.8%
3.06%
-1.4%
Q4 2015$2,861,00038,0723.11%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Northside Capital Management, LLC 961,080$76,310,00054.73%
GRAY FINANCIAL GROUP /GA /ADV /ADV 1,008,487$80,074,00027.52%
EXCELSIA, INC. 83,018$6,592,00015.39%
FIDUCIARY TRUST INTERNATIONAL LLC 562,088$44,630,00012.69%
Longer Investments Inc. 136,195$10,814,0008.01%
WADE G W & INC 365,872$29,050,0007.61%
MONETA GROUP INVESTMENT ADVISORS LLC 161,648$12,835,0006.18%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 562,988$44,701,0006.12%
Mader & Shannon Wealth Management, Inc. 112,736$8,951,0006.03%
Stelac Advisory Services LLC 261,990$20,433,0005.98%
View complete list of ISHARES TR shareholders