AlphaCore Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,139 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.3%.

Quarter-by-quarter ownership
AlphaCore Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,257
-5.0%
860.0%0.00%
-50.0%
Q2 2023$9,744
-73.7%
86
-82.8%
0.00%
-93.1%
Q1 2020$37,000
-68.4%
501
-54.7%
0.03%
-59.2%
Q4 2019$117,0001,1070.07%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Northside Capital Management, LLC 679,677$55,421,00018.00%
One Wealth Advisors, LLC 204,451$16,671,00011.50%
Ally Financial Inc. 440,000$35,878,0005.77%
Keebeck Wealth Management, LLC 337,615$27,529,0005.68%
Powell Investment Advisors, LLC 79,643$6,494,0005.57%
Ellis Investment Partners, LLC 188,294$15,353,0005.39%
Gunma Bank,Ltd. 68,500$5,585,0004.43%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 195,671$15,955,0003.85%
IFG Advisors, LLC 62,466$5,099,0003.60%
Old North State Trust, LLC 60,637$4,944,0003.33%
View complete list of ISHARES TR shareholders