Pettinga Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,003 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.4%.

Quarter-by-quarter ownership
Pettinga Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$200,168
-1.0%
1,625
-5.8%
0.05%
-5.6%
Q4 2023$202,205
-43.2%
1,725
-43.4%
0.05%
-43.2%
Q2 2021$356,000
+75.4%
3,050
+71.8%
0.10%
+61.0%
Q1 2021$203,0001,7750.06%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Northside Capital Management, LLC 866,404$63,031,00047.98%
GRAY FINANCIAL GROUP /GA /ADV /ADV 931,397$67,759,00027.88%
FIDUCIARY TRUST INTERNATIONAL LLC 402,176$29,258,0009.88%
Longer Investments Inc. 100,250$7,293,0008.59%
Stelac Advisory Services LLC 280,279$20,187,0005.58%
NIPPON LIFE INSURANCE CO 2,653,500$193,042,0005.10%
KANALY TRUST CO 301,783$21,955,0004.84%
FUKOKU MUTUAL LIFE INSURANCE Co 328,000$23,862,0004.50%
ASSET ADVISORS CORP 249,250$18,133,0004.45%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 175,827$12,792,0004.35%
View complete list of ISHARES TR shareholders