Sunesis Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 878 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sunesis Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$245,527
-6.7%
2,281
+1.6%
0.17%
-7.9%
Q1 2023$263,186
+29.0%
2,246
+12.3%
0.19%
-10.8%
Q3 2019$204,000
+2.0%
2,0000.0%0.21%
+5.0%
Q3 2018$200,0002,0000.20%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Northside Capital Management, LLC 661,976$63,669,00018.86%
One Wealth Advisors, LLC 187,340$18,018,0009.79%
Keebeck Wealth Management, LLC 337,040$32,417,0005.64%
Powell Investment Advisors, LLC 73,164$7,037,0005.35%
Ellis Investment Partners, LLC 178,353$17,154,0005.21%
Ally Financial Inc. 526,000$50,591,0004.75%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 193,580$18,618,0004.13%
IFG Advisors, LLC 64,983$6,250,0003.87%
High Falls Advisors, Inc 127,399$12,253,0003.56%
Verus Financial Partners, Inc. 215,077$20,686,0003.54%
View complete list of ISHARES TR shareholders