Mariner Wealth Advisors-Madison, LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Mariner Wealth Advisors-Madison, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2013$821,000
+1.7%
13,035
-2.6%
0.33%
-7.8%
Q2 2013$807,000
+6.0%
13,379
+2.2%
0.36%
+6.8%
Q1 2013$761,00013,0900.34%
Other shareholders
ISHARES TR shareholders Q3 2023
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