Legacy Trust - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,146 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.12 and the average weighting 0.3%.

Quarter-by-quarter ownership
Legacy Trust ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$390,303
-17.0%
3,626
-12.7%
0.11%
-13.1%
Q2 2023$470,422
-3.3%
4,1520.0%0.13%
-10.3%
Q1 2023$486,531
-2.8%
4,1520.0%0.14%
-6.5%
Q4 2022$500,7314,1520.16%
Other shareholders
ISHARES TR shareholders Q2 2023
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