Bordeaux Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 419 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Bordeaux Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$976,920
-3.3%
12,0000.0%0.40%
-4.6%
Q2 2023$1,010,040
+7.9%
12,0000.0%0.41%
-14.1%
Q1 2023$935,880
+8.6%
12,0000.0%0.48%
+1.9%
Q4 2022$861,480
+7.1%
12,0000.0%0.47%
-6.3%
Q3 2022$804,00012,0000.50%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
WIN ADVISORS, INC 254,829$22,073,0005.80%
First Affirmative Financial Network 55,175$4,779,0004.58%
HILL ISLAND FINANCIAL LLC 137,447$11,906,0004.38%
Laurel Wealth Planning LLC 72,856$6,311,0004.26%
Prostatis Group LLC 51,616$4,471,0103.58%
Financial Insights, Inc. 38,100$3,300,0003.03%
Mascoma Wealth Management LLC 102,278$8,859,0002.82%
One Capital Management, LLC 525,489$45,516,0002.41%
Cribstone Capital Management, LLC 44,370$3,843,0002.10%
McClarren Financial Advisors, Inc. 30,766$2,664,0001.93%
View complete list of ISHARES TR shareholders