Colonial Trust Co / SC - 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
Colonial Trust Co / SC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$202,125
-5.0%
1,8780.0%0.05%
-2.0%
Q2 2023$212,753
-55.3%
1,878
-53.8%
0.05%
-57.9%
Q1 2023$476,077
+103.2%
4,063
+109.1%
0.12%
+89.1%
Q4 2022$234,300
+11.6%
1,943
-1.0%
0.06%
-4.5%
Q3 2022$210,0001,9630.07%
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