PROFESSIONAL PLANNING - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 953 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.3%.

Quarter-by-quarter ownership
PROFESSIONAL PLANNING ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$274,000
-8.4%
2,395
-6.8%
0.13%
-4.4%
Q2 2021$299,000
+9.5%
2,570
+7.3%
0.14%
+3.0%
Q1 2021$273,000
+15.2%
2,396
-2.8%
0.13%
+38.5%
Q4 2020$237,000
-22.0%
2,465
-34.5%
0.10%
-40.7%
Q2 2020$304,0003,7630.16%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Northside Capital Management, LLC 681,257$73,330,56916.92%
Corundum Trust Company, INC 22,774$2,448,8887.32%
Ellis Investment Partners, LLC 233,646$25,149,6606.47%
Powell Investment Advisors, LLC 91,875$10,023,9396.02%
REDMONT WEALTH ADVISORS LLC 30,220$3,252,8815.71%
Wealth Quarterback LLC 53,526$5,761,5434.98%
Gunma Bank,Ltd. 62,500$6,7284.90%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 196,155$21,113,9824.82%
Arcus Capital Partners, LLC 136,746$14,722,2894.52%
Pinnacle Financial Group, LLC / IL 54,528$5,869,4133.49%
View complete list of ISHARES TR shareholders