LGT Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 426 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.

Quarter-by-quarter ownership
LGT Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$62,523
-20.3%
768
-17.6%
0.08%
-4.8%
Q2 2023$78,446
-74.3%
932
-78.1%
0.08%
-76.9%
Q4 2022$305,1084,2500.36%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
C-J Advisory, Inc. 22,794$2,173,0001.58%
Cribstone Capital Management, LLC 24,763$2,420,0001.19%
Boston Standard Wealth Management, LLC 18,789$1,836,000,0001.15%
Gibson Capital, LLC 32,723$3,191,0001.14%
Litman Gregory Wealth Management LLC 27,808$2,717,0001.11%
Patriot Wealth Management, Inc. 53,952$5,272,0000.75%
Frontier Wealth Management LLC 52,043$5,086,0000.71%
PEOPLES BANK /OH 9,250$904,0000.53%
Shepherd Financial Partners LLC 12,758$1,247,0000.31%
Vivaldi Capital Management LP 3,863$377,0000.28%
View complete list of ISHARES TR shareholders