SC&H Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,111 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.4%.

Quarter-by-quarter ownership
SC&H Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$315,102
+11.0%
2,613
-1.3%
0.13%
-7.7%
Q3 2022$284,000
-8.4%
2,647
+0.4%
0.14%
-2.1%
Q2 2022$310,000
-8.0%
2,637
+0.2%
0.14%
-9.4%
Q1 2022$337,000
+4.7%
2,632
+0.2%
0.16%
-10.1%
Q4 2021$322,0002,6260.18%
Other shareholders
ISHARES TR shareholders Q3 2022
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