Cascadia Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 374 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cascadia Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$421,000
-9.7%
5,062
-10.0%
0.08%
-15.8%
Q2 2021$466,000
+11.5%
5,623
+2.8%
0.10%
+8.6%
Q1 2021$418,000
+26.3%
5,471
+111.4%
0.09%0.0%
Q3 2020$331,000
+8.5%
2,5880.0%0.09%0.0%
Q2 2020$305,0002,5880.09%
Other shareholders
ISHARES TR shareholders Q3 2021
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