ICA Group Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 453 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
ICA Group Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$77,422
+14.9%
768
+3.8%
0.02%
+6.7%
Q4 2023$67,378
+1.1%
740
-6.6%
0.02%
-11.8%
Q2 2023$66,663
+357.4%
792
+290.1%
0.02%
+466.7%
Q4 2022$14,5732030.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Dunhill Financial, LLC 237,094$19,844,74913.03%
Francis Financial, Inc. 134,716$11,339,0436.13%
Ulrich Consultants & Investment Group, LLC 24,810$2,088,2585.05%
First Affirmative Financial Network 49,796$4,191,3384.19%
HILL ISLAND FINANCIAL LLC 109,165$9,188,4233.48%
Laurel Wealth Planning LLC 45,566$3,8352.74%
Mascoma Wealth Management LLC 103,032$8,793,7462.70%
McClarren Financial Advisors, Inc. 30,939$2,6042.15%
Columbia Trust Co 01012016 39,875$3,356,2791.88%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 44,129$3,714,3381.59%
View complete list of ISHARES TR shareholders