AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

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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%.

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Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,896,305
-6.8%
23,293
-3.6%
0.02%
-8.7%
Q2 2023$2,033,856
+11.3%
24,164
+3.1%
0.02%
+4.5%
Q1 2023$1,827,990
-17.6%
23,439
-24.2%
0.02%
-26.7%
Q4 2022$2,218,420
+27.9%
30,902
+19.4%
0.03%
+11.1%
Q3 2022$1,734,000
+5.4%
25,891
+13.1%
0.03%
+8.0%
Q2 2022$1,645,000
+20.1%
22,886
+45.1%
0.02%
+31.6%
Q1 2022$1,370,000
+18.2%
15,778
+26.5%
0.02%
+11.8%
Q4 2021$1,159,000
+12.5%
12,475
+0.8%
0.02%0.0%
Q3 2021$1,030,000
+4.0%
12,377
+3.6%
0.02%
-5.6%
Q2 2021$990,000
+16.1%
11,946
+7.0%
0.02%0.0%
Q1 2021$853,000
+6.2%
11,162
-0.6%
0.02%
-5.3%
Q4 2020$803,000
-54.0%
11,235
-17.5%
0.02%
-32.1%
Q3 2020$1,745,000
+86.8%
13,618
+72.2%
0.03%
+3.7%
Q2 2020$934,000
+25.4%
7,909
+3.6%
0.03%
+22.7%
Q1 2020$745,000
-18.2%
7,634
+0.5%
0.02%
+4.8%
Q4 2019$911,000–7,593–0.02%–
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Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Dunhill Financial, LLC 273,893$22,667,36114.29%
Francis Financial, Inc. 136,183$11,086,6555.78%
HILL ISLAND FINANCIAL LLC 108,667$8,846,5863.52%
Laurel Wealth Planning LLC 43,394$3,5332.75%
First Affirmative Financial Network 32,032$2,607,7162.55%
Mascoma Wealth Management LLC 97,501$7,937,5232.48%
McClarren Financial Advisors, Inc. 30,938$2,5172.19%
Columbia Trust Co 01012016 41,375$3,368,3391.95%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 44,218$3,599,7871.49%
Fingerlakes Wealth Management, Inc. 14,733$1,199,4391.47%
View complete list of ISHARES TR shareholders