Parallel Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,155 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Parallel Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,952,793
-5.1%
18,141
-0.1%
0.06%
-1.5%
Q2 2023$2,057,742
-7.3%
18,161
-4.2%
0.07%
-12.0%
Q1 2023$2,220,569
+7.9%
18,950
+11.1%
0.08%
-15.7%
Q4 2022$2,057,527
+12.4%
17,060
-0.1%
0.09%
+6.0%
Q3 2022$1,830,000
-6.8%
17,072
+2.4%
0.08%
-6.7%
Q2 2022$1,963,000
-12.2%
16,679
-3.5%
0.09%
+1.1%
Q1 2022$2,237,000
+9.7%
17,277
+3.9%
0.09%
+17.1%
Q4 2021$2,039,000
+5.8%
16,631
-1.0%
0.08%
-2.6%
Q3 2021$1,928,000
-3.4%
16,805
-1.8%
0.08%
-7.1%
Q2 2021$1,995,000
-0.2%
17,105
-2.3%
0.08%
-10.6%
Q1 2021$1,998,000
+23.7%
17,509
+4.3%
0.09%
+6.8%
Q4 2020$1,615,000
-38.8%
16,794
-48.1%
0.09%
-46.0%
Q3 2020$2,638,000
-2.0%
32,351
-3.1%
0.16%
-7.4%
Q2 2020$2,693,000
+7.7%
33,370
-1.9%
0.18%
-12.9%
Q1 2020$2,500,000
-27.9%
33,999
+3.6%
0.20%
-22.3%
Q4 2019$3,468,000
+3.4%
32,820
-0.3%
0.26%
-9.4%
Q3 2019$3,355,000
+5.8%
32,910
+3.3%
0.29%
-7.1%
Q2 2019$3,172,000
+1.5%
31,862
+0.1%
0.31%
-12.0%
Q1 2019$3,126,000
+9.1%
31,839
-0.8%
0.35%
-12.0%
Q4 2018$2,865,000
-6.9%
32,080
+4.0%
0.40%
+4.5%
Q3 2018$3,077,000
+2.1%
30,840
-0.0%
0.38%
-11.4%
Q2 2018$3,015,000
+3.4%
30,853
+0.6%
0.43%
-5.3%
Q1 2018$2,916,000
-4.0%
30,654
-0.6%
0.46%
-8.5%
Q4 2017$3,038,000
+4.5%
30,825
+1.0%
0.50%
-0.6%
Q3 2017$2,906,000
+2.8%
30,521
+0.1%
0.50%
-6.2%
Q2 2017$2,827,000
-48.2%
30,478
-49.1%
0.53%
-1.8%
Q1 2017$5,462,000
+40.5%
59,920
+36.5%
0.54%
-40.5%
Q4 2016$3,888,00043,8940.91%
Other shareholders
ISHARES TR shareholders Q4 2021
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