Beacon Pointe Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,117 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.3%.

Quarter-by-quarter ownership
Beacon Pointe Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$1,588,000
+15.2%
15,048
+11.2%
0.29%
+0.7%
Q3 2019$1,378,000
+6.0%
13,538
+3.8%
0.29%
+5.5%
Q2 2019$1,300,000
+3.4%
13,047
+1.8%
0.28%
-4.2%
Q1 2019$1,257,000
+26.2%
12,813
+14.8%
0.29%
-20.1%
Q4 2018$996,00011,1620.36%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Northside Capital Management, LLC 564,434$66,417,00020.98%
Chicago Wealth Management, Inc. 111,329$13,100,00011.70%
Keebeck Wealth Management, LLC 341,955$40,238,0007.69%
Ellis Investment Partners, LLC 219,999$25,887,0006.95%
Prime Capital Investment Advisors, LLC 958,648$112,804,0006.74%
Powell Investment Advisors, LLC 89,317$10,510,0006.37%
Financial Futures Ltd Liability Co. 48,060$5,655,0005.58%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 199,408$23,464,0005.36%
Pinnacle Financial Group, LLC / IL 50,359$5,926,0005.05%
Arcus Capital Partners, LLC 90,869$10,693,0004.68%
View complete list of ISHARES TR shareholders