Ledge Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,176 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Ledge Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$202,205
+0.0%
1,7250.0%0.08%
-17.7%
Q1 2023$202,136
-2.8%
1,7250.0%0.10%
+1.1%
Q4 2022$208,000
+2.5%
1,7250.0%0.10%
-24.0%
Q2 2022$203,000
-8.1%
1,7250.0%0.12%
-8.8%
Q1 2022$221,0001,7250.14%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Northside Capital Management, LLC 800,092$79,817,00028.58%
One Wealth Advisors, LLC 133,037$13,386,00010.24%
BRAVE ASSET MANAGEMENT INC 185,809$18,536,0009.51%
Camarda Financial Advisors, LLC 71,335$7,116,0008.07%
Longer Investments Inc. 75,605$7,542,0007.26%
High Falls Advisors, Inc 195,992$19,552,0006.60%
FIRST AMERICAN TRUST, FSB 262,076$26,145,0005.83%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 193,356$19,289,0005.12%
Stelac Advisory Services LLC 169,123$16,872,0004.94%
Winthrop Advisory Group LLC 84,208$8,401,0004.73%
View complete list of ISHARES TR shareholders