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 ↓
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