Kelman-Lazarov, Inc. - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 374 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kelman-Lazarov, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$546,000
-3.2%
6,303
+3.8%
0.18%0.0%
Q4 2021$564,000
+11.2%
6,070
-0.3%
0.18%
+2.2%
Q3 2021$507,000
+19.3%
6,088
+18.8%
0.18%
+20.3%
Q2 2021$425,0005,1250.15%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Gibson Capital, LLC 58,326$3,520,0001.40%
Ballentine Partners, LLC 69,961$4,222,0000.57%
SHAPIRO ROBERT N 41,558$2,508,0000.53%
Sigma Investment Management Co 8,259$498,0000.37%
Mariner Wealth Advisors-Madison, LLC 13,379$807,0000.36%
Callan Capital, LLC 10,275$620,0000.35%
FORBES J M & CO LLP 19,082$1,152,0000.34%
Long Wharf Investors, Inc. 5,245$317,0000.31%
KMS FINANCIAL SERVICES, INC 17,245$1,041,0000.29%
Hilltop Holdings Inc. 6,464$390,0000.26%
View complete list of ISHARES TR shareholders