WIN ADVISORS, INC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 428 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
WIN ADVISORS, INC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$64,970
+6.5%
9050.0%0.02%
+4.3%
Q3 2022$61,000
-7.6%
9050.0%0.02%
-82.2%
Q2 2022$66,000
-99.7%
905
-99.6%
0.13%
-97.8%
Q1 2022$22,073,000
-6.4%
254,829
+0.4%
5.80%
+7.3%
Q4 2021$23,582,000253,7855.40%
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