Copperleaf Capital, 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
Copperleaf Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$392,354
-2.1%
4,819
+1.2%
0.42%
+12.8%
Q2 2023$400,649
+69.5%
4,760
+57.1%
0.38%
+60.0%
Q1 2023$236,3103,0300.24%
Other shareholders
ISHARES TR shareholders Q3 2023
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