Northstar Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,015 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.3%.

Quarter-by-quarter ownership
Northstar Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$205,416
-4.5%
1,813
-1.2%
0.13%
-16.8%
Q1 2023$214,988
-7.9%
1,835
-5.2%
0.16%
-12.5%
Q4 2022$233,400
+10.1%
1,935
-2.0%
0.18%
-3.2%
Q3 2022$212,000
-8.6%
1,975
+0.1%
0.19%
+10.5%
Q2 2022$232,000
-11.1%
1,973
-3.0%
0.17%
+2.4%
Q1 2022$261,000
-0.4%
2,035
-4.9%
0.17%
+8.4%
Q4 2021$262,000
-2.2%
2,139
-7.0%
0.16%
-7.7%
Q2 2021$268,000
-1.8%
2,299
-3.8%
0.17%
-19.6%
Q1 2021$273,000
+12.3%
2,390
-5.6%
0.21%
+2.5%
Q4 2020$243,0002,5310.20%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Northside Capital Management, LLC 564,434$66,417,00020.98%
Chicago Wealth Management, Inc. 111,329$13,100,00011.70%
Keebeck Wealth Management, LLC 341,955$40,238,0007.69%
Ellis Investment Partners, LLC 219,999$25,887,0006.95%
Prime Capital Investment Advisors, LLC 958,648$112,804,0006.74%
Powell Investment Advisors, LLC 89,317$10,510,0006.37%
Financial Futures Ltd Liability Co. 48,060$5,655,0005.58%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 199,408$23,464,0005.36%
Pinnacle Financial Group, LLC / IL 50,359$5,926,0005.05%
Arcus Capital Partners, LLC 90,869$10,693,0004.68%
View complete list of ISHARES TR shareholders