Good Life Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 905 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.33 and the average weighting 0.4%.

Quarter-by-quarter ownership
Good Life Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$580,009
-9.8%
5,388
-5.0%
0.07%
-8.3%
Q2 2023$642,831
-0.6%
5,674
+2.8%
0.07%
-13.3%
Q1 2023$647,031
-2.5%
5,521
+0.3%
0.08%
-9.8%
Q4 2022$663,669
+15.4%
5,503
+2.6%
0.09%
+8.2%
Q3 2022$575,000
-4.3%
5,365
+5.0%
0.08%
+1.2%
Q2 2022$601,000
-19.4%
5,108
-12.3%
0.08%
-9.7%
Q1 2022$746,000
+12.7%
5,823
+7.8%
0.09%
+16.2%
Q4 2021$662,000
+7.6%
5,403
+0.8%
0.08%
-4.8%
Q3 2021$615,000
+40.7%
5,358
+42.8%
0.08%
+1.2%
Q2 2021$437,000
-53.4%
3,751
-54.2%
0.08%
-56.3%
Q1 2021$937,000
+6.2%
8,197
-10.2%
0.19%
-8.2%
Q4 2020$882,000
+13.8%
9,132
-4.2%
0.21%
-1.9%
Q3 2020$775,000
-6.9%
9,536
-7.6%
0.21%
-15.6%
Q2 2020$832,000
+7.9%
10,316
-1.1%
0.25%
-10.7%
Q1 2020$771,000
-25.7%
10,436
+6.6%
0.28%
-4.8%
Q4 2019$1,037,000
+2.1%
9,794
-1.6%
0.29%
-6.4%
Q3 2019$1,016,000
-4.6%
9,955
-7.2%
0.31%
+2.6%
Q2 2019$1,065,000
+20.5%
10,733
+19.2%
0.31%
+16.3%
Q1 2019$884,000
+4.2%
9,002
-5.2%
0.26%
-3.7%
Q4 2018$848,000
-9.3%
9,495
+1.5%
0.27%
+1.1%
Q3 2018$935,000
+4.2%
9,351
+2.0%
0.27%
-5.6%
Q2 2018$897,000
+14.9%
9,170
+9.3%
0.29%
+7.9%
Q1 2018$781,000
+12.4%
8,393
+20.2%
0.26%
+22.7%
Q4 2017$695,000
+61.6%
6,985
+52.3%
0.22%
+32.5%
Q3 2017$430,000
+10.5%
4,587
+8.1%
0.16%
-4.1%
Q2 2017$389,000
+7.5%
4,244
+6.8%
0.17%
-1.7%
Q1 2017$362,0003,9740.17%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Northside Capital Management, LLC 961,080$76,310,00054.73%
GRAY FINANCIAL GROUP /GA /ADV /ADV 1,008,487$80,074,00027.52%
EXCELSIA, INC. 83,018$6,592,00015.39%
FIDUCIARY TRUST INTERNATIONAL LLC 562,088$44,630,00012.69%
Longer Investments Inc. 136,195$10,814,0008.01%
WADE G W & INC 365,872$29,050,0007.61%
MONETA GROUP INVESTMENT ADVISORS LLC 161,648$12,835,0006.18%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 562,988$44,701,0006.12%
Mader & Shannon Wealth Management, Inc. 112,736$8,951,0006.03%
Stelac Advisory Services LLC 261,990$20,433,0005.98%
View complete list of ISHARES TR shareholders