RMR Wealth Builders - 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
RMR Wealth Builders ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$163,000
+94.0%
1,433
+64.5%
0.04%
+2.4%
Q4 2020$84,000
-67.1%
871
-72.2%
0.04%
-37.9%
Q3 2020$255,000
+628.6%
3,128
+619.1%
0.07%
+112.9%
Q2 2020$35,000
-22.2%
435
+1.2%
0.03%
-27.9%
Q4 2019$45,0004300.04%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Northside Capital Management, LLC 681,257$73,330,56916.92%
Corundum Trust Company, INC 22,774$2,448,8887.32%
Ellis Investment Partners, LLC 233,646$25,149,6606.47%
Powell Investment Advisors, LLC 91,875$10,023,9396.02%
REDMONT WEALTH ADVISORS LLC 30,220$3,252,8815.71%
Wealth Quarterback LLC 53,526$5,761,5434.98%
Gunma Bank,Ltd. 62,500$6,7284.90%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 196,155$21,113,9824.82%
Arcus Capital Partners, LLC 136,746$14,722,2894.52%
Pinnacle Financial Group, LLC / IL 54,528$5,869,4133.49%
View complete list of ISHARES TR shareholders