LEVEL FOUR FINANCIAL, LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,117 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.3%.

Quarter-by-quarter ownership
LEVEL FOUR FINANCIAL, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$961,000
-0.4%
8,377
+1.2%
0.42%
+2.9%
Q2 2021$965,000
+2.2%
8,2770.0%0.41%
-6.9%
Q1 2021$944,000
+13.1%
8,277
-4.6%
0.44%
+21.1%
Q4 2020$835,0008,6770.36%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Northside Capital Management, LLC 564,434$66,417,00020.98%
Chicago Wealth Management, Inc. 111,329$13,100,00011.70%
Keebeck Wealth Management, LLC 341,955$40,238,0007.69%
Ellis Investment Partners, LLC 219,999$25,887,0006.95%
Prime Capital Investment Advisors, LLC 958,648$112,804,0006.74%
Powell Investment Advisors, LLC 89,317$10,510,0006.37%
Financial Futures Ltd Liability Co. 48,060$5,655,0005.58%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 199,408$23,464,0005.36%
Pinnacle Financial Group, LLC / IL 50,359$5,926,0005.05%
Arcus Capital Partners, LLC 90,869$10,693,0004.68%
View complete list of ISHARES TR shareholders