Walkner Condon Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 426 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.

Quarter-by-quarter ownership
Walkner Condon Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$322,384
-0.9%
3,960
+2.5%
0.08%
-1.2%
Q2 2023$325,317
+7.9%
3,8650.0%0.09%
+2.4%
Q1 2023$301,431
+7.2%
3,865
-1.3%
0.08%0.0%
Q4 2022$281,130
+11.6%
3,916
+4.0%
0.08%
+3.7%
Q3 2022$252,000
-99.9%
3,766
+67.7%
0.08%
-40.4%
Q4 2021$209,000,000
+65623.3%
2,246
-49.4%
0.14%
-0.7%
Q4 2020$318,0004,4420.14%
Other shareholders
ISHARES TR shareholders Q4 2022
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