Farther Finance 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
Farther Finance Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$622,362
-4.5%
7,645
-1.2%
0.10%
-31.0%
Q2 2023$651,439
+5.1%
7,740
-2.6%
0.14%
-21.5%
Q1 2023$619,728
-53.3%
7,946
-57.0%
0.18%
-64.8%
Q4 2022$1,327,89218,4970.51%
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