LRI Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,207 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.57 and the average weighting 0.3%.

Quarter-by-quarter ownership
LRI Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$151,830
-1.8%
1,2550.0%0.02%
-56.4%
Q1 2024$154,5911,2550.04%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Northside Capital Management, LLC 679,677$55,421,00018.00%
One Wealth Advisors, LLC 204,451$16,671,00011.50%
Ally Financial Inc. 440,000$35,878,0005.77%
Keebeck Wealth Management, LLC 337,615$27,529,0005.68%
Powell Investment Advisors, LLC 79,643$6,494,0005.57%
Ellis Investment Partners, LLC 188,294$15,353,0005.39%
Gunma Bank,Ltd. 68,500$5,585,0004.43%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 195,671$15,955,0003.85%
IFG Advisors, LLC 62,466$5,099,0003.60%
Old North State Trust, LLC 60,637$4,944,0003.33%
View complete list of ISHARES TR shareholders