CoreCap Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CoreCap Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$412,218
+109532.4%
5,742
+2.3%
0.03%
-9.4%
Q3 2022$376
-99.9%
5,612
+4.0%
0.03%
+6.7%
Q2 2022$388,000
+62.3%
5,396
+95.9%
0.03%
+76.5%
Q1 2022$239,000
+43.1%
2,755
+52.9%
0.02%
+54.5%
Q4 2021$167,0001,8020.01%
Other shareholders
ISHARES TR shareholders Q1 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