Independent Advisor Alliance - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,008 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.47 and the average weighting 0.4%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$578,160
+12.5%
4,794
+0.1%
0.20%
+563.3%
Q3 2022$514,000
+35.3%
4,791
+48.5%
0.03%
+42.9%
Q2 2022$380,000
-61.1%
3,227
-65.1%
0.02%
-51.2%
Q4 2019$976,000
+24.3%
9,236
+6.7%
0.04%
-65.3%
Q1 2017$785,0008,6530.12%
Other shareholders
ISHARES TR shareholders Q4 2019
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