AFFINITY WEALTH MANAGEMENT LLC - ISHARES TR ownership

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ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 143 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
AFFINITY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$325,362
+3.0%
3,1330.0%0.06%0.0%
Q1 2024$315,857
+10.7%
3,1330.0%0.06%0.0%
Q4 2023$285,277
+11.8%
3,1330.0%0.06%0.0%
Q3 2023$255,058
-3.3%
3,1330.0%0.06%
-1.7%
Q2 2023$263,705
+7.9%
3,1330.0%0.06%
+5.3%
Q1 2023$244,343
+8.6%
3,1330.0%0.06%
+7.5%
Q4 2022$224,918
+3.6%
3,133
+5.8%
0.05%
+6.0%
Q2 2022$217,000
-12.9%
2,9600.0%0.05%0.0%
Q1 2022$249,000
-4.6%
2,9600.0%0.05%
-7.4%
Q4 2021$261,000
+6.1%
2,9600.0%0.05%
+12.5%
Q3 2021$246,000
-1.2%
2,9600.0%0.05%
-2.0%
Q2 2021$249,000
+5.5%
2,9600.0%0.05%
+2.1%
Q1 2021$236,000
+9.8%
2,9600.0%0.05%
+6.7%
Q4 2020$215,000
-2.3%
2,960
+25.1%
0.04%
-66.2%
Q4 2018$220,000
-49.0%
2,367
-50.0%
0.13%
-0.7%
Q3 2017$431,000
+104.3%
4,734
+100.0%
0.13%0.0%
Q2 2017$211,000
+2.9%
2,3670.0%0.13%
+17.5%
Q1 2017$205,000–2,367–0.11%–
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Other shareholders
ISHARES TR shareholders Q1 2017
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