HBK Sorce Advisory 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
HBK Sorce Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2016$237,000
-4.4%
2,876
-6.8%
0.04%
-12.2%
Q3 2016$248,000
+5.5%
3,086
+1.7%
0.05%
-2.0%
Q2 2016$235,000
+1.3%
3,0350.0%0.05%
-9.1%
Q1 2016$232,000
-0.9%
3,035
-1.7%
0.06%
-9.8%
Q4 2015$234,0003,0890.06%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
McClarren Financial Advisors, Inc. 29,117$2,093,0006.70%
Francis Financial, Inc. 97,763$7,320,0006.48%
First Affirmative Financial Network 54,845$3,943,0004.48%
HILL ISLAND FINANCIAL LLC 137,322$9,873,0004.38%
Laurel Wealth Planning LLC 68,044$4,892,0003.44%
Mascoma Wealth Management LLC 102,253$7,352,0002.51%
Financial Insights, Inc. 33,306$2,395,0002.43%
Cribstone Capital Management, LLC 45,965$3,305,0002.03%
Columbia Trust Co 01012016 42,016$3,021,0001.62%
SOA Wealth Advisors, LLC. 68,361$4,915,0001.45%
View complete list of ISHARES TR shareholders