Spectrum Planning & Advisory Services Inc. - ISHARES TR ownership

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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%.

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Quarter-by-quarter ownership
Spectrum Planning & Advisory Services Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$287,601
+8.2%
3,4080.0%0.43%
-0.2%
Q1 2023$265,792
+26.7%
3,408
+16.6%
0.43%
+51.0%
Q4 2022$209,770
-14.4%
2,922
-20.0%
0.29%
+15.3%
Q3 2022$245,000
-6.8%
3,653
-0.1%
0.25%
-9.5%
Q2 2022$263,000–3,657–0.27%–
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Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Dunhill Financial, LLC 273,893$22,667,36114.29%
Francis Financial, Inc. 136,183$11,086,6555.78%
HILL ISLAND FINANCIAL LLC 108,667$8,846,5863.52%
Laurel Wealth Planning LLC 43,394$3,5332.75%
First Affirmative Financial Network 32,032$2,607,7162.55%
Mascoma Wealth Management LLC 97,501$7,937,5232.48%
McClarren Financial Advisors, Inc. 30,938$2,5172.19%
Columbia Trust Co 01012016 41,375$3,368,3391.95%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 44,218$3,599,7871.49%
Fingerlakes Wealth Management, Inc. 14,733$1,199,4391.47%
View complete list of ISHARES TR shareholders