PSI Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 414 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
PSI Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$22,369
+3.1%
216
+0.5%
0.01%
-12.5%
Q1 2024$21,690
-23.9%
215
-31.3%
0.01%
-27.3%
Q4 2023$28,487
+19.8%
313
+7.2%
0.01%
+10.0%
Q3 2023$23,781
+12.1%
292
+15.9%
0.01%
+11.1%
Q2 2023$21,221
+8.0%
2520.0%0.01%0.0%
Q1 2023$19,653
+8.7%
2520.0%0.01%
-10.0%
Q4 2022$18,077
+6.3%
2520.0%0.01%
+11.1%
Q3 2022$17,000
-5.6%
252
+0.4%
0.01%0.0%
Q2 2022$18,000
-18.2%
251
-2.0%
0.01%0.0%
Q1 2022$22,000
-4.3%
256
+2.0%
0.01%0.0%
Q4 2021$23,000
+9.5%
2510.0%0.01%
-10.0%
Q3 2021$21,000
+40.0%
251
+102.4%
0.01%0.0%
Q4 2019$15,0001240.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Laurel Wealth Planning LLC 108,700$7,776,0007.58%
C-J Advisory, Inc. 100,921$7,219,0004.50%
Cribstone Capital Management, LLC 54,588$3,905,0002.68%
McClarren Financial Advisors, Inc. 29,869$2,136,0002.05%
Financial Insights, Inc. 34,939$2,500,0001.94%
Columbia Trust Co 01012016 36,655$2,622,0001.82%
Asset Allocation & Management Company, LLC 37,776$2,702,0001.74%
SOA Wealth Advisors, LLC. 83,409$6,254,0001.70%
BigSur Wealth Management LLC 40,000$2,862,0001.62%
Trellis Advisors, LLC 31,618$2,262,0001.36%
View complete list of ISHARES TR shareholders