Morton Capital Management LLC/CA - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,173 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.4%.

Quarter-by-quarter ownership
Morton Capital Management LLC/CA ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$201,769
-0.6%
1,638
-5.4%
0.05%
-10.0%
Q4 2023$202,908
-3.3%
1,731
+5.7%
0.06%
-30.2%
Q1 2022$209,877
+4.5%
1,6380.0%0.09%
+6.2%
Q4 2021$200,8031,6380.08%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Northside Capital Management, LLC 866,404$63,031,00047.98%
GRAY FINANCIAL GROUP /GA /ADV /ADV 931,397$67,759,00027.88%
FIDUCIARY TRUST INTERNATIONAL LLC 402,176$29,258,0009.88%
Longer Investments Inc. 100,250$7,293,0008.59%
Stelac Advisory Services LLC 280,279$20,187,0005.58%
NIPPON LIFE INSURANCE CO 2,653,500$193,042,0005.10%
KANALY TRUST CO 301,783$21,955,0004.84%
FUKOKU MUTUAL LIFE INSURANCE Co 328,000$23,862,0004.50%
ASSET ADVISORS CORP 249,250$18,133,0004.45%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 175,827$12,792,0004.35%
View complete list of ISHARES TR shareholders