Parisi Gray Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,146 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
Parisi Gray Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$208,524
-2.5%
1,780
+0.3%
0.10%
-9.5%
Q4 2022$213,899
+3.3%
1,774
+0.8%
0.10%
-2.8%
Q2 2022$207,000
-8.0%
1,760
+0.3%
0.11%
+18.7%
Q1 2022$225,000
+4.7%
1,755
+0.2%
0.09%
+13.8%
Q4 2021$215,000
+2.9%
1,751
-2.5%
0.08%
-7.0%
Q3 2021$209,000
-38.3%
1,796
-38.3%
0.09%
-30.6%
Q2 2021$339,000
-4.2%
2,910
-6.2%
0.12%
-16.2%
Q1 2021$354,000
+18.8%
3,103
+0.2%
0.15%
+12.1%
Q4 2020$298,000
+9.6%
3,096
-7.2%
0.13%
-6.4%
Q3 2020$272,000
+1.1%
3,3360.0%0.14%
-8.4%
Q2 2020$269,000
+9.8%
3,3360.0%0.15%
-11.0%
Q1 2020$245,000
-31.6%
3,336
-1.5%
0.17%
-14.8%
Q4 2019$358,000
+3.8%
3,3860.0%0.20%
-11.4%
Q3 2019$345,000
+2.4%
3,3860.0%0.23%0.0%
Q2 2019$337,000
+1.5%
3,3860.0%0.23%
+8.0%
Q1 2019$332,000
+10.7%
3,3860.0%0.21%
+4.4%
Q4 2018$300,000
+98.7%
3,386
+123.4%
0.20%
+118.3%
Q3 2018$151,000
+0.7%
1,5160.0%0.09%
-7.0%
Q2 2018$150,000
+4.9%
1,5160.0%0.10%
-9.1%
Q1 2018$143,000
-4.7%
1,5160.0%0.11%
-1.8%
Q4 2017$150,0001,5160.11%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Northside Capital Management, LLC 967,248$82,487,00039.14%
GRAY FINANCIAL GROUP /GA /ADV /ADV 594,986$50,740,403,00020.90%
Silicon Valley Capital Partners 283,951$24,215,00018.65%
FundX Investment Group, LLC 540,075$46,058,00011.51%
Longer Investments Inc. 90,325$7,703,0008.47%
FIDUCIARY TRUST INTERNATIONAL LLC 256,155$21,845,0007.15%
High Falls Advisors, Inc 283,171$21,280,0006.04%
LGL PARTNERS, LLC 120,196$10,188,0005.54%
FUKOKU MUTUAL LIFE INSURANCE Co 328,000$27,972,0005.47%
Tiller Private Wealth, Inc. 76,269$6,504,0005.44%
View complete list of ISHARES TR shareholders