Fermata Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 33 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,535,786
+1012.2%
23,551
+1117.1%
0.71%
+792.5%
Q2 2022$228,000
-73.7%
1,935
-73.9%
0.08%
-84.1%
Q2 2021$867,000
+256.8%
7,428
+249.1%
0.50%
+147.1%
Q1 2021$243,0002,1280.20%
Other shareholders
ISHARES TR shareholders Q4 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