LYELL WEALTH MANAGEMENT, LP - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,164 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.53 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 Q1 2023
NameSharesValueWeighting ↓
Northside Capital Management, LLC 564,434$66,417,00020.98%
Chicago Wealth Management, Inc. 111,329$13,100,00011.70%
Keebeck Wealth Management, LLC 341,955$40,238,0007.69%
Ellis Investment Partners, LLC 219,999$25,887,0006.95%
Prime Capital Investment Advisors, LLC 958,648$112,804,0006.74%
Powell Investment Advisors, LLC 89,317$10,510,0006.37%
Financial Futures Ltd Liability Co. 48,060$5,655,0005.58%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 199,408$23,464,0005.36%
Pinnacle Financial Group, LLC / IL 50,359$5,926,0005.05%
Arcus Capital Partners, LLC 90,869$10,693,0004.68%
View complete list of ISHARES TR shareholders