ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 648 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 2.63 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $248,000 | +3.3% | 2,350 | 0.0% | 0.09% | +2.2% |
Q3 2019 | $240,000 | +2.6% | 2,350 | 0.0% | 0.09% | -2.2% |
Q2 2019 | $234,000 | +1.3% | 2,350 | 0.0% | 0.09% | +17.7% |
Q1 2019 | $231,000 | +10.0% | 2,350 | 0.0% | 0.08% | 0.0% |
Q4 2018 | $210,000 | -10.3% | 2,350 | 0.0% | 0.08% | +14.5% |
Q3 2018 | $234,000 | -2.1% | 2,350 | -4.1% | 0.07% | -2.8% |
Q2 2018 | $239,000 | +2.6% | 2,450 | 0.0% | 0.07% | +9.2% |
Q1 2018 | $233,000 | -3.3% | 2,450 | 0.0% | 0.06% | -1.5% |
Q4 2017 | $241,000 | +5.2% | 2,450 | 0.0% | 0.07% | +1.5% |
Q3 2017 | $229,000 | +1.3% | 2,450 | 0.0% | 0.06% | 0.0% |
Q2 2017 | $226,000 | +1.3% | 2,450 | 0.0% | 0.06% | +1.6% |
Q1 2017 | $223,000 | +2.8% | 2,450 | 0.0% | 0.06% | +3.2% |
Q4 2016 | $217,000 | +3.3% | 2,450 | 0.0% | 0.06% | -1.6% |
Q3 2016 | $210,000 | +0.5% | 2,450 | 0.0% | 0.06% | -6.0% |
Q2 2016 | $209,000 | +4.5% | 2,450 | 0.0% | 0.07% | +1.5% |
Q1 2016 | $200,000 | – | 2,450 | – | 0.07% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Northside Capital Management, LLC | 661,976 | $63,669,000 | 18.86% |
One Wealth Advisors, LLC | 187,340 | $18,018,000 | 9.79% |
Keebeck Wealth Management, LLC | 337,040 | $32,417,000 | 5.64% |
Powell Investment Advisors, LLC | 73,164 | $7,037,000 | 5.35% |
Ellis Investment Partners, LLC | 178,353 | $17,154,000 | 5.21% |
Ally Financial Inc. | 526,000 | $50,591,000 | 4.75% |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 193,580 | $18,618,000 | 4.13% |
IFG Advisors, LLC | 64,983 | $6,250,000 | 3.87% |
High Falls Advisors, Inc | 127,399 | $12,253,000 | 3.56% |
Verus Financial Partners, Inc. | 215,077 | $20,686,000 | 3.54% |