Outlook Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 914 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.5%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$913,000
-20.7%
8,641
-23.5%
0.51%
-25.1%
Q3 2019$1,151,000
-2.5%
11,289
-4.9%
0.69%
-11.9%
Q2 2019$1,181,000
+46.7%
11,869
+44.8%
0.78%
+17.5%
Q1 2019$805,0008,1980.66%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Northside Capital Management, LLC 961,080$76,310,00054.73%
GRAY FINANCIAL GROUP /GA /ADV /ADV 1,008,487$80,074,00027.52%
EXCELSIA, INC. 83,018$6,592,00015.39%
FIDUCIARY TRUST INTERNATIONAL LLC 562,088$44,630,00012.69%
Longer Investments Inc. 136,195$10,814,0008.01%
WADE G W & INC 365,872$29,050,0007.61%
MONETA GROUP INVESTMENT ADVISORS LLC 161,648$12,835,0006.18%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 562,988$44,701,0006.12%
Mader & Shannon Wealth Management, Inc. 112,736$8,951,0006.03%
Stelac Advisory Services LLC 261,990$20,433,0005.98%
View complete list of ISHARES TR shareholders