Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 364 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$271,991
+26.3%
3,341
+30.6%
0.03%
+4.0%
Q2 2023$215,391
+162.7%
2,559
+155.9%
0.02%
+150.0%
Q2 2021$82,000
+7.9%
1,0000.0%0.01%
-23.1%
Q1 2021$76,000
+7.0%
1,0000.0%0.01%
-13.3%
Q4 2020$71,0001,0000.02%
Other shareholders
ISHARES TR shareholders Q1 2021
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