Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q4 2023
NameSharesValueWeighting ↓
Gibson Capital, LLC 58,326$3,520,0001.40%
Ballentine Partners, LLC 69,961$4,222,0000.57%
SHAPIRO ROBERT N 41,558$2,508,0000.53%
Sigma Investment Management Co 8,259$498,0000.37%
Mariner Wealth Advisors-Madison, LLC 13,379$807,0000.36%
Callan Capital, LLC 10,275$620,0000.35%
FORBES J M & CO LLP 19,082$1,152,0000.34%
Long Wharf Investors, Inc. 5,245$317,0000.31%
KMS FINANCIAL SERVICES, INC 17,245$1,041,0000.29%
Hilltop Holdings Inc. 6,464$390,0000.26%
View complete list of ISHARES TR shareholders