Institute for Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 423 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,062,886
+6.8%
25,339
+10.4%
0.37%
+14.1%
Q2 2023$1,931,993
+11.2%
22,953
+3.0%
0.33%
-1.8%
Q1 2023$1,738,103
+9.8%
22,286
+1.1%
0.33%
-0.3%
Q4 2022$1,582,818
-2.0%
22,048
-8.6%
0.33%
-8.0%
Q3 2022$1,615,000
-2.4%
24,113
+4.8%
0.36%
+11.4%
Q2 2022$1,655,000
-16.8%
23,012
+0.3%
0.32%
+0.9%
Q1 2022$1,988,000
-5.3%
22,948
+1.6%
0.32%
-5.8%
Q4 2021$2,099,000
+26.0%
22,586
+12.8%
0.34%
+17.1%
Q3 2021$1,666,000
+9.9%
20,023
+9.4%
0.29%
+9.8%
Q2 2021$1,516,000
+12.2%
18,305
+3.5%
0.27%
+3.5%
Q1 2021$1,351,000
+10.6%
17,689
+3.6%
0.26%
+5.8%
Q4 2020$1,221,000
+54.6%
17,070
+176.5%
0.24%
+35.0%
Q3 2020$790,000
+167.8%
6,173
+147.1%
0.18%
+150.0%
Q2 2020$295,000
+917.2%
2,498
+936.5%
0.07%
+928.6%
Q4 2019$29,000
+52.6%
241
-5.1%
0.01%
-61.1%
Q3 2014$19,0002540.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Francis Financial, Inc. 126,183$9,840,9966.67%
First Affirmative Financial Network 53,189$4,148,2454.80%
Ulrich Consultants & Investment Group, LLC 24,810$1,934,9324.04%
HILL ISLAND FINANCIAL LLC 115,140$8,925,6483.60%
Laurel Wealth Planning LLC 49,988$3,8992.58%
Mascoma Wealth Management LLC 108,639$8,511,8712.49%
McClarren Financial Advisors, Inc. 30,867$2,4052.19%
Columbia Trust Co 01012016 40,175$3,133,2481.81%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 42,880$3,344,2111.62%
BigSur Wealth Management LLC 40,000$3,119,6001.46%
View complete list of ISHARES TR shareholders