Vestmark Advisory Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 896 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.64 and the average weighting 0.5%.

Quarter-by-quarter ownership
Vestmark Advisory Solutions, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$661,959
-2.7%
5,843
+0.6%
0.02%
-13.8%
Q1 2023$680,478
-2.5%
5,807
+0.3%
0.03%
-14.7%
Q4 2022$697,986
-9.9%
5,787
-19.9%
0.03%
-20.9%
Q3 2022$775,000
+24.0%
7,226
+36.0%
0.04%
+19.4%
Q2 2022$625,000
+40.4%
5,313
+53.1%
0.04%
+44.0%
Q1 2022$445,000
-29.1%
3,470
-32.3%
0.02%
-28.6%
Q4 2021$628,000
+52.1%
5,122
+42.2%
0.04%
+25.0%
Q3 2021$413,000
-1.9%
3,602
-0.2%
0.03%
-6.7%
Q2 2021$421,000
+3.4%
3,609
+1.2%
0.03%
-16.7%
Q1 2021$407,000
-13.6%
3,566
-27.1%
0.04%
-32.1%
Q4 2020$471,000
+1.5%
4,894
-14.0%
0.05%
-14.5%
Q3 2020$464,000
+4.3%
5,690
+3.3%
0.06%
-10.1%
Q2 2020$445,000
+8.8%
5,508
-1.0%
0.07%
-13.8%
Q1 2020$409,000
-19.5%
5,563
+11.6%
0.08%
-2.4%
Q3 2019$508,000
+1.2%
4,984
-1.2%
0.08%
-4.7%
Q2 2019$502,000
+7.0%
5,042
+5.7%
0.09%
+2.4%
Q1 2019$469,0004,7720.08%
Other shareholders
ISHARES TR shareholders Q2 2019
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