Colonial Trust Advisors - 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
Colonial Trust Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$40,705
-3.3%
5000.0%0.01%0.0%
Q2 2023$42,085
+7.9%
5000.0%0.01%0.0%
Q1 2023$38,995
+8.6%
5000.0%0.01%
+25.0%
Q4 2022$35,8955000.00%
Other shareholders
ISHARES TR shareholders Q3 2023
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