Wealth Advisors of Tampa Bay, LLC - 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
Wealth Advisors of Tampa Bay, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$279,072
+35.5%
3,428
+19.4%
0.08%
+20.3%
Q2 2022$206,000
-20.8%
2,870
-4.6%
0.06%
-8.6%
Q1 2022$260,000
-7.1%
3,0080.0%0.07%
+1.4%
Q4 2021$280,0003,0080.07%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
WIN ADVISORS, INC 254,829$22,073,0005.80%
First Affirmative Financial Network 55,175$4,779,0004.58%
HILL ISLAND FINANCIAL LLC 137,447$11,906,0004.38%
Laurel Wealth Planning LLC 72,856$6,311,0004.26%
Prostatis Group LLC 51,616$4,471,0103.58%
Financial Insights, Inc. 38,100$3,300,0003.03%
Mascoma Wealth Management LLC 102,278$8,859,0002.82%
One Capital Management, LLC 525,489$45,516,0002.41%
Cribstone Capital Management, LLC 44,370$3,843,0002.10%
McClarren Financial Advisors, Inc. 30,766$2,664,0001.93%
View complete list of ISHARES TR shareholders