ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,015 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.47 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $410,122 | +1419.0% | 3,390 | +1514.3% | 0.03% | +1550.0% |
| Q1 2022 | $27,000 | -98.0% | 210 | -98.1% | 0.00% | -98.3% |
| Q4 2021 | $1,372,000 | +5616.7% | 11,191 | +5229.0% | 0.12% | +5950.0% |
| Q3 2021 | $24,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $24,000 | -88.5% | 210 | -90.3% | 0.00% | -92.3% |
| Q4 2020 | $208,000 | +1200.0% | 2,160 | +1340.0% | 0.03% | +1200.0% |
| Q4 2019 | $16,000 | -75.0% | 150 | -76.1% | 0.00% | -77.8% |
| Q3 2019 | $64,000 | +42.2% | 627 | +38.7% | 0.01% | +28.6% |
| Q2 2019 | $45,000 | +2.3% | 452 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $44,000 | – | 452 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northside Capital Management, LLC | 679,677 | $55,421,000 | 18.00% |
| One Wealth Advisors, LLC | 204,451 | $16,671,000 | 11.50% |
| Ally Financial Inc. | 440,000 | $35,878,000 | 5.77% |
| Keebeck Wealth Management, LLC | 337,615 | $27,529,000 | 5.68% |
| Powell Investment Advisors, LLC | 79,643 | $6,494,000 | 5.57% |
| Ellis Investment Partners, LLC | 188,294 | $15,353,000 | 5.39% |
| Gunma Bank,Ltd. | 68,500 | $5,585,000 | 4.43% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 195,671 | $15,955,000 | 3.85% |
| IFG Advisors, LLC | 62,466 | $5,099,000 | 3.60% |
| Old North State Trust, LLC | 60,637 | $4,944,000 | 3.33% |