Bristlecone Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 419 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Bristlecone Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$205,628
+0.8%
2,443
-6.6%
0.02%
-4.5%
Q1 2023$204,022
+65.9%
2,616
+172.5%
0.02%0.0%
Q3 2020$123,000
+39.8%
960
+1.6%
0.02%
-24.1%
Q3 2017$88,0009450.03%
Other shareholders
ISHARES TR shareholders Q1 2023
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