Fee-Only Financial Planning, L.C. - 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
Fee-Only Financial Planning, L.C. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$247,572
-12.6%
2,300
-8.0%
0.20%
-7.9%
Q2 2023$283,250
-21.1%
2,500
-18.4%
0.22%
-26.0%
Q1 2023$359,157
-11.5%
3,065
-8.9%
0.29%
-14.1%
Q4 2022$405,8193,3650.34%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Northside Capital Management, LLC 636,508$72,116,31224.97%
Corundum Trust Company, INC 22,774$2,580,2947.06%
Ellis Investment Partners, LLC 241,360$27,346,0506.70%
Powell Investment Advisors, LLC 90,662$10,272,0356.00%
REDMONT WEALTH ADVISORS LLC 30,220$3,423,9265.89%
Keebeck Wealth Management, LLC 342,107$38,760,7235.33%
Gunma Bank,Ltd. 62,500$7,0814.80%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 197,680$22,397,0564.78%
Financial Futures Ltd Liability Co. 50,337$5,703,1824.51%
Employees' Retirement Fund of the City of Fort Worth 193,146$21,883,4414.08%
View complete list of ISHARES TR shareholders