White Lighthouse Investment Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 814 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.93 and the average weighting 0.4%.

Quarter-by-quarter ownership
White Lighthouse Investment Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,478,322
-5.4%
69,475
-0.4%
1.82%
-3.7%
Q2 2023$7,901,577
+5.5%
69,740
+9.1%
1.89%
-0.1%
Q1 2023$7,489,856
-4.6%
63,918
-1.8%
1.89%
-11.5%
Q4 2022$7,849,009
+7.8%
65,083
-4.1%
2.13%
+0.6%
Q3 2022$7,280,000
-6.4%
67,897
+2.8%
2.12%
-4.7%
Q2 2022$7,775,000
-14.1%
66,078
-6.5%
2.22%
-3.4%
Q1 2022$9,056,000
-0.2%
70,678
-4.5%
2.30%
+1.9%
Q4 2021$9,073,000
+5.0%
74,013
-1.8%
2.26%
-2.5%
Q3 2021$8,643,000
-5.6%
75,342
-4.0%
2.32%
-7.5%
Q2 2021$9,154,000
-3.9%
78,491
-5.9%
2.51%
-13.9%
Q1 2021$9,522,000
+26.9%
83,454
+6.9%
2.91%
+21.7%
Q4 2020$7,506,000
+19.1%
78,043
+1.0%
2.40%
+9.8%
Q3 2020$6,300,000
+0.2%
77,267
-0.8%
2.18%
-5.5%
Q2 2020$6,288,000
+2.4%
77,902
-6.7%
2.31%
-10.1%
Q1 2020$6,139,000
-30.5%
83,482
-0.1%
2.57%
-20.7%
Q4 2019$8,828,000
+3.5%
83,547
-0.1%
3.24%
-5.6%
Q3 2019$8,526,000
+1.4%
83,625
-1.0%
3.43%
-2.2%
Q2 2019$8,409,000
+4.2%
84,467
+2.8%
3.51%
-5.3%
Q1 2019$8,067,000
+14.3%
82,169
+4.0%
3.70%
-4.5%
Q4 2018$7,058,000
-11.8%
79,027
-1.4%
3.88%
-5.0%
Q3 2018$7,999,000
+4.8%
80,184
+2.6%
4.08%
-2.7%
Q2 2018$7,635,000
+6.9%
78,118
+4.0%
4.19%
+2.3%
Q1 2018$7,144,000
-3.6%
75,103
-0.1%
4.10%
-3.8%
Q4 2017$7,411,00075,1974.26%
Other shareholders
ISHARES TR shareholders Q2 2018
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