Cresset Asset Management, 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
Cresset Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,279,117
-3.3%
27,995
-0.0%
0.01%
+200.0%
Q2 2023$2,356,384
+354.7%
27,996
+321.3%
0.00%
-70.0%
Q1 2023$518,273
+20.0%
6,645
+3.1%
0.01%
+100.0%
Q3 2022$432,000
-16.1%
6,444
-9.9%
0.01%
-16.7%
Q2 2022$515,0007,1560.01%
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