BUCKINGHAM STRATEGIC WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 304 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$834,081
-3.3%
10,2450.0%0.01%0.0%
Q2 2023$862,359
+13.4%
10,245
-3.3%
0.01%
-14.3%
Q1 2023$760,3590.0%10,5910.0%0.01%0.0%
Q4 2022$760,359
-49.2%
10,591
-52.6%
0.01%
-54.8%
Q3 2022$1,496,000
-6.6%
22,338
+0.3%
0.03%
-3.1%
Q2 2022$1,601,000
+26.8%
22,270
+52.8%
0.03%
+28.0%
Q1 2022$1,263,000
+208.0%
14,579
+230.3%
0.02%
+212.5%
Q4 2021$410,000
+95.2%
4,414
+75.1%
0.01%
+100.0%
Q3 2021$210,000
+0.5%
2,5210.0%0.00%
-20.0%
Q2 2021$209,000
-74.3%
2,521
-76.3%
0.01%
-87.5%
Q1 2021$813,000
-27.3%
10,652
-31.9%
0.04%
-32.2%
Q4 2020$1,119,000
-0.2%
15,641
+78.6%
0.06%
-31.4%
Q3 2020$1,121,000
+8.4%
8,7590.0%0.09%
-12.2%
Q2 2020$1,034,000
+21.1%
8,759
-0.1%
0.10%
+19.5%
Q1 2020$854,000
-18.9%
8,7640.0%0.08%
-18.8%
Q4 2019$1,053,000
+10.3%
8,764
+1.8%
0.10%
-2.9%
Q3 2019$955,000
+1.2%
8,612
-0.2%
0.10%
+1.0%
Q2 2019$944,000
+3.7%
8,630
+0.0%
0.10%
-10.4%
Q1 2019$910,000
+58.5%
8,628
+39.7%
0.12%
+30.7%
Q4 2018$574,0006,1760.09%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
C-J Advisory, Inc. 22,794$2,173,0001.58%
Cribstone Capital Management, LLC 24,763$2,420,0001.19%
Boston Standard Wealth Management, LLC 18,789$1,836,000,0001.15%
Gibson Capital, LLC 32,723$3,191,0001.14%
Litman Gregory Wealth Management LLC 27,808$2,717,0001.11%
Patriot Wealth Management, Inc. 53,952$5,272,0000.75%
Frontier Wealth Management LLC 52,043$5,086,0000.71%
PEOPLES BANK /OH 9,250$904,0000.53%
Shepherd Financial Partners LLC 12,758$1,247,0000.31%
Vivaldi Capital Management LP 3,863$377,0000.28%
View complete list of ISHARES TR shareholders