EVOKE WEALTH, LLC - 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
EVOKE WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,308,492
-3.7%
11,9930.0%0.05%
-2.1%
Q2 2023$1,358,807
-3.3%
11,9930.0%0.05%
-7.8%
Q1 2023$1,405,340
-2.8%
11,9930.0%0.05%
-1.9%
Q4 2022$1,446,356
+12.5%
11,9930.0%0.05%0.0%
Q3 2022$1,286,000
-8.9%
11,9930.0%0.05%0.0%
Q2 2022$1,411,000
-8.2%
11,9930.0%0.05%
+4.0%
Q1 2022$1,537,000
+0.9%
11,993
-3.5%
0.05%
+4.2%
Q4 2021$1,524,000
+10.9%
12,433
+3.8%
0.05%
-7.7%
Q3 2021$1,374,000
-1.6%
11,978
+0.1%
0.05%
-1.9%
Q2 2021$1,396,000
+5.9%
11,967
+3.6%
0.05%
-11.7%
Q1 2021$1,318,000
+354.5%
11,554
+282.7%
0.06%
+200.0%
Q4 2020$290,000
+3.6%
3,019
-12.1%
0.02%
-13.0%
Q3 2020$280,000
+1.4%
3,433
+0.4%
0.02%
-14.8%
Q2 2020$276,000
-99.4%
3,418
+469.7%
0.03%
+350.0%
Q1 2020$44,124,000
-90.6%
600
-87.0%
0.01%
-89.7%
Q3 2019$470,193,0004,6120.06%
Other shareholders
ISHARES TR shareholders Q2 2023
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