LYELL WEALTH MANAGEMENT, LP - 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
LYELL WEALTH MANAGEMENT, LP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$425,215
-9.2%
3,753
-6.1%
0.05%
-18.2%
Q1 2023$468,486
+91.1%
3,998
+96.7%
0.07%
+69.2%
Q4 2022$245,180
+12.5%
2,0330.0%0.04%
+5.4%
Q3 2022$218,0002,0330.04%
Other shareholders
ISHARES TR shareholders Q4 2022
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