DAYMARK WEALTH PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,164 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.53 and the average weighting 0.4%.

Quarter-by-quarter ownership
DAYMARK WEALTH PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$252,739
-7.2%
2,348
-2.4%
0.02%
-15.0%
Q2 2023$272,487
+13.2%
2,405
+17.0%
0.02%
-37.5%
Q1 2023$240,805
+3.7%
2,055
+6.8%
0.03%
-22.0%
Q4 2022$232,1551,9250.04%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Northside Capital Management, LLC 661,976$63,669,00018.86%
One Wealth Advisors, LLC 187,340$18,018,0009.79%
Keebeck Wealth Management, LLC 337,040$32,417,0005.64%
Powell Investment Advisors, LLC 73,164$7,037,0005.35%
Ellis Investment Partners, LLC 178,353$17,154,0005.21%
Ally Financial Inc. 526,000$50,591,0004.75%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 193,580$18,618,0004.13%
IFG Advisors, LLC 64,983$6,250,0003.87%
High Falls Advisors, Inc 127,399$12,253,0003.56%
Verus Financial Partners, Inc. 215,077$20,686,0003.54%
View complete list of ISHARES TR shareholders