BOSTON FINANCIAL MANGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 426 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.

Quarter-by-quarter ownership
BOSTON FINANCIAL MANGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$220,539
+7.1%
3,0720.0%0.01%0.0%
Q3 2022$206,000
-8.0%
3,072
-1.5%
0.01%
-10.0%
Q2 2022$224,0003,1180.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Laurel Wealth Planning LLC 108,700$7,776,0007.58%
C-J Advisory, Inc. 100,921$7,219,0004.50%
Cribstone Capital Management, LLC 54,588$3,905,0002.68%
McClarren Financial Advisors, Inc. 29,869$2,136,0002.05%
Financial Insights, Inc. 34,939$2,500,0001.94%
Columbia Trust Co 01012016 36,655$2,622,0001.82%
Asset Allocation & Management Company, LLC 37,776$2,702,0001.74%
SOA Wealth Advisors, LLC. 83,409$6,254,0001.70%
BigSur Wealth Management LLC 40,000$2,862,0001.62%
Trellis Advisors, LLC 31,618$2,262,0001.36%
View complete list of ISHARES TR shareholders