SVB Investment Services Inc. - 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
SVB Investment Services Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$39,000
+11.4%
548
+100.0%
0.03%0.0%
Q3 2020$35,000
+9.4%
2740.0%0.03%
+3.4%
Q2 2020$32,000
+18.5%
2740.0%0.03%
+26.1%
Q1 2020$27,000
-18.2%
2740.0%0.02%
-25.8%
Q4 2019$33,0002740.03%
Other shareholders
ISHARES TR shareholders Q1 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