Key FInancial Inc - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 997 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.4%.

Quarter-by-quarter ownership
Key FInancial Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$87,296
-5.0%
8110.0%0.03%
-3.3%
Q2 2023$91,886
-10.2%
811
-7.1%
0.03%
-18.9%
Q1 2023$102,298
+2.8%
873
-5.9%
0.04%
-21.3%
Q4 2022$99,500
-0.5%
9280.0%0.05%0.0%
Q3 2022$100,000
-9.9%
9280.0%0.05%
-21.7%
Q2 2022$111,0000.0%928
+7.2%
0.06%
+9.1%
Q1 2022$111,000
+4.7%
8660.0%0.06%
+3.8%
Q4 2021$106,000
+7.1%
8660.0%0.05%
-5.4%
Q3 2021$99,000
-1.0%
8660.0%0.06%0.0%
Q2 2021$100,000
+143.9%
866
+142.6%
0.06%
+107.4%
Q1 2021$41,000
+36.7%
357
+14.8%
0.03%
+22.7%
Q4 2020$30,000
+87.5%
311
+44.0%
0.02%
+37.5%
Q1 2020$16,0002160.02%
Other shareholders
ISHARES TR shareholders Q1 2021
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