Murphy, Middleton, Hinkle & Parker, Inc. - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,210 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

Quarter-by-quarter ownership
Murphy, Middleton, Hinkle & Parker, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,350,248
-4.7%
31,125
+0.3%
2.15%
-2.0%
Q2 2023$3,517,009
-4.9%
31,042
-1.7%
2.20%
-4.4%
Q1 2023$3,698,905
-0.3%
31,566
+2.7%
2.30%
-1.3%
Q4 2022$3,708,247
+11.7%
30,748
-0.7%
2.33%
+0.8%
Q3 2022$3,321,000
-7.3%
30,975
+1.7%
2.31%
-0.5%
Q2 2022$3,583,000
-6.4%
30,448
+2.0%
2.32%
+12.9%
Q1 2022$3,826,000
+4.8%
29,861
+0.3%
2.06%
+5.7%
Q4 2021$3,650,000
+7.6%
29,777
+0.7%
1.94%
-0.9%
Q3 2021$3,391,000
-1.5%
29,557
+0.2%
1.96%
+2.1%
Q2 2021$3,442,000
+4.6%
29,512
+2.4%
1.92%
+0.3%
Q1 2021$3,290,000
+18.4%
28,831
-0.2%
1.92%
+3.6%
Q4 2020$2,779,000
+19.2%
28,891
+1.1%
1.85%
+8.6%
Q3 2020$2,331,000
-4.3%
28,588
-5.3%
1.70%
-5.1%
Q2 2020$2,437,000
+9.5%
30,186
-0.3%
1.80%
-8.6%
Q1 2020$2,226,000
-30.4%
30,2690.0%1.97%
-7.6%
Q4 2019$3,198,000
+8.5%
30,269
+4.7%
2.13%
+1.9%
Q3 2019$2,947,000
+4.5%
28,909
+2.0%
2.09%
+4.0%
Q2 2019$2,821,000
+6.3%
28,339
+4.9%
2.01%
+10.2%
Q1 2019$2,653,000
+9.3%
27,022
-0.6%
1.82%
-1.6%
Q4 2018$2,427,000
-10.0%
27,176
+0.5%
1.85%
-2.8%
Q3 2018$2,697,000
+6.3%
27,035
+4.2%
1.90%
+0.5%
Q2 2018$2,536,000
+6.4%
25,941
+3.6%
1.90%
+2.4%
Q1 2018$2,383,000
-5.3%
25,051
-1.9%
1.85%
-1.1%
Q4 2017$2,517,00025,5411.87%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Northside Capital Management, LLC 961,080$76,310,00054.73%
GRAY FINANCIAL GROUP /GA /ADV /ADV 1,008,487$80,074,00027.52%
EXCELSIA, INC. 83,018$6,592,00015.39%
FIDUCIARY TRUST INTERNATIONAL LLC 562,088$44,630,00012.69%
Longer Investments Inc. 136,195$10,814,0008.01%
WADE G W & INC 365,872$29,050,0007.61%
MONETA GROUP INVESTMENT ADVISORS LLC 161,648$12,835,0006.18%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 562,988$44,701,0006.12%
Mader & Shannon Wealth Management, Inc. 112,736$8,951,0006.03%
Stelac Advisory Services LLC 261,990$20,433,0005.98%
View complete list of ISHARES TR shareholders