SageView Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SageView Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,382,209
-6.0%
78,396
-2.8%
0.37%
-3.2%
Q2 2023$6,787,325
+3.2%
80,638
-4.4%
0.38%
-9.8%
Q1 2023$6,577,759
+5.4%
84,341
-2.9%
0.42%
-17.4%
Q4 2022$6,238,37886,8980.51%
Other shareholders
ISHARES TR shareholders Q3 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