Heritage Financial Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,155 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Heritage Financial Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$202,608
+2.8%
1,6800.0%0.05%
-53.6%
Q2 2022$197,000
-8.4%
1,6800.0%0.11%
-22.0%
Q1 2022$215,000
+4.9%
1,6800.0%0.14%
-12.4%
Q4 2021$205,0001,6800.16%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Northside Capital Management, LLC 636,508$72,116,31224.97%
Corundum Trust Company, INC 22,774$2,580,2947.06%
Ellis Investment Partners, LLC 241,360$27,346,0506.70%
Powell Investment Advisors, LLC 90,662$10,272,0356.00%
REDMONT WEALTH ADVISORS LLC 30,220$3,423,9265.89%
Keebeck Wealth Management, LLC 342,107$38,760,7235.33%
Gunma Bank,Ltd. 62,500$7,0814.80%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 197,680$22,397,0564.78%
Financial Futures Ltd Liability Co. 50,337$5,703,1824.51%
Employees' Retirement Fund of the City of Fort Worth 193,146$21,883,4414.08%
View complete list of ISHARES TR shareholders