Diversified, LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 349 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Diversified, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$328,561
-3.1%
4,036
+0.2%
0.08%
-1.2%
Q2 2023$338,943
+8.2%
4,027
+0.3%
0.09%
-23.2%
Q1 2023$313,161
+9.4%
4,015
+0.7%
0.11%0.0%
Q4 2022$286,136
+151.0%
3,986
+232.4%
0.11%
+15.5%
Q4 2020$114,0001,1990.10%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
McClarren Financial Advisors, Inc. 29,117$2,093,0006.70%
Francis Financial, Inc. 97,763$7,320,0006.48%
First Affirmative Financial Network 54,845$3,943,0004.48%
HILL ISLAND FINANCIAL LLC 137,322$9,873,0004.38%
Laurel Wealth Planning LLC 68,044$4,892,0003.44%
Mascoma Wealth Management LLC 102,253$7,352,0002.51%
Financial Insights, Inc. 33,306$2,395,0002.43%
Cribstone Capital Management, LLC 45,965$3,305,0002.03%
Columbia Trust Co 01012016 42,016$3,021,0001.62%
SOA Wealth Advisors, LLC. 68,361$4,915,0001.45%
View complete list of ISHARES TR shareholders