Coston, McIsaac & Partners - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,210 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

Quarter-by-quarter ownership
Coston, McIsaac & Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$59
-4.8%
5490.0%0.02%
+4.8%
Q2 2023$62
-3.1%
5490.0%0.02%
-12.5%
Q1 2023$64
-16.9%
549
-14.2%
0.02%
-20.0%
Q4 2022$77
-99.9%
640
+16.6%
0.03%
+15.4%
Q3 2022$58,000
-10.8%
5490.0%0.03%
-33.3%
Q2 2022$65,0005490.04%
Other shareholders
ISHARES TR shareholders Q4 2022
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