Shulman DeMeo Asset Management LLC - 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
Shulman DeMeo Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,568,441
-5.7%
33,152
-0.7%
1.19%
+5.3%
Q2 2023$3,783,384
-4.4%
33,393
-1.1%
1.13%
-8.9%
Q1 2023$3,957,745
-8.8%
33,775
-6.2%
1.24%
-13.9%
Q4 2022$4,340,516
+12.0%
35,991
-0.4%
1.44%
+4.9%
Q3 2022$3,874,000
-9.6%
36,134
-0.8%
1.38%
-3.0%
Q2 2022$4,286,000
-10.6%
36,424
-2.6%
1.42%
+6.8%
Q1 2022$4,792,000
-2.2%
37,400
-6.4%
1.33%
+3.9%
Q4 2021$4,899,000
+7.9%
39,960
+0.9%
1.28%
-67.6%
Q3 2021$4,542,000
-0.0%
39,596
-0.6%
3.94%
+218.1%
Q1 2021$4,544,000
+16.0%
39,824
-2.2%
1.24%
+10.9%
Q4 2020$3,917,000
+14.1%
40,727
-3.2%
1.12%
-2.6%
Q3 2020$3,432,000
+1.8%
42,092
+0.8%
1.15%
-12.0%
Q2 2020$3,372,000
+8.2%
41,772
-1.5%
1.30%
-10.1%
Q1 2020$3,117,000
-32.9%
42,390
-3.5%
1.45%
-9.9%
Q4 2019$4,643,000
+4.2%
43,938
+0.6%
1.61%
+7.8%
Q3 2019$4,454,000
-0.0%
43,690
-2.4%
1.49%
-9.1%
Q2 2019$4,456,000
+0.8%
44,758
-0.6%
1.64%
-2.4%
Q1 2019$4,420,00045,0221.68%
Other shareholders
ISHARES TR shareholders Q4 2020
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