W.H. Cornerstone Investments Inc. - 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
W.H. Cornerstone Investments Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$297
+3.5%
3,645
+6.7%
0.26%
+1.6%
Q2 2023$287
+5.1%
3,415
-2.4%
0.26%
+3.6%
Q1 2023$273
-99.9%
3,499
-4.0%
0.25%
-4.6%
Q4 2022$273,378
+13.4%
3,643
+0.6%
0.26%
+2.4%
Q3 2022$241,0003,6210.25%
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