Northwest Capital Management Inc - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,176 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Northwest Capital Management Inc ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$36,954
+5.1%
3000.0%0.01%0.0%
Q4 2023$35,166
+8.9%
3000.0%0.01%0.0%
Q3 2023$32,292
-44.4%
300
-41.5%
0.01%
-50.0%
Q2 2023$58,1235130.02%
Other shareholders
ISHARES TR shareholders Q2 2024
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