Frontier Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 256 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Frontier Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$9,159,000
-14.0%
127,389
-0.8%
0.66%
+400.0%
Q1 2022$10,649,000
-10.5%
128,368
+0.2%
0.13%
-83.1%
Q4 2021$11,899,000
+13.0%
128,061
+1.2%
0.78%
+8.0%
Q3 2021$10,531,000
+3.4%
126,555
+2.9%
0.73%
+2.0%
Q2 2021$10,187,000
+11.1%
122,991
+2.4%
0.71%
+1.3%
Q1 2021$9,169,000
+8.7%
120,075
+1.9%
0.70%
+2.0%
Q4 2020$8,433,000
+9.4%
117,872
+95.7%
0.69%
-2.3%
Q3 2020$7,708,000
+9.1%
60,239
+0.6%
0.71%
+8.8%
Q2 2020$7,068,000
+19.9%
59,891
-1.0%
0.65%
-32.5%
Q1 2020$5,894,000
-13.5%
60,515
+6.6%
0.96%
-12.0%
Q4 2019$6,816,000
+8.3%
56,7420.0%1.09%
+17.5%
Q3 2019$6,293,000
-23.8%
56,742
-24.9%
0.93%
-23.7%
Q2 2019$8,261,000
+41.0%
75,542
+36.0%
1.22%
+53.5%
Q1 2019$5,859,000
+13.4%
55,5430.0%0.79%
+1.3%
Q4 2018$5,165,000
-7.1%
55,543
+6.7%
0.78%
+47.6%
Q3 2018$5,558,000
+5.8%
52,0430.0%0.53%
-29.4%
Q2 2018$5,253,000
+3.3%
52,0430.0%0.75%
+5.6%
Q1 2018$5,086,000
+300.2%
52,043
+302.4%
0.71%
+249.0%
Q4 2017$1,271,000
-74.4%
12,934
-75.8%
0.20%
-71.5%
Q3 2017$4,967,000
+4.0%
53,4920.0%0.72%
-2.2%
Q2 2017$4,778,000
+113.0%
53,492
+106.9%
0.73%
+113.1%
Q1 2017$2,243,000
+5.3%
25,8520.0%0.34%
-1.4%
Q4 2016$2,130,000
+96.1%
25,852
+91.6%
0.35%
+110.9%
Q3 2016$1,086,000
+6.1%
13,492
+1.9%
0.16%
+0.6%
Q2 2016$1,024,000
+1.0%
13,2440.0%0.16%
+92.9%
Q1 2016$1,014,000
+1.1%
13,2440.0%0.08%
-47.2%
Q4 2015$1,003,000
+6.7%
13,2440.0%0.16%
+8.8%
Q3 2015$940,000
-6.7%
13,2440.0%0.15%
-4.5%
Q2 2015$1,007,000
-1.6%
13,2440.0%0.16%
-5.5%
Q1 2015$1,023,00013,2440.16%
Other shareholders
ISHARES TR shareholders Q2 2019
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