Bordeaux Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 443 filers reported holding ISHARES TR in Q2 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 Q2 2023
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