BARRETT & COMPANY, INC. - 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
BARRETT & COMPANY, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,559
-3.3%
560.0%0.00%0.0%
Q2 2023$4,714
+7.9%
560.0%0.00%0.0%
Q1 2023$4,367
+8.5%
560.0%0.00%0.0%
Q4 2022$4,0240.0%560.0%0.00%0.0%
Q3 2022$4,024560.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
McClarren Financial Advisors, Inc. 29,117$2,093,0006.70%
Francis Financial, Inc. 97,763$7,320,0006.48%
First Affirmative Financial Network 54,845$3,943,0004.48%
HILL ISLAND FINANCIAL LLC 137,322$9,873,0004.38%
Laurel Wealth Planning LLC 68,044$4,892,0003.44%
Mascoma Wealth Management LLC 102,253$7,352,0002.51%
Financial Insights, Inc. 33,306$2,395,0002.43%
Cribstone Capital Management, LLC 45,965$3,305,0002.03%
Columbia Trust Co 01012016 42,016$3,021,0001.62%
SOA Wealth Advisors, LLC. 68,361$4,915,0001.45%
View complete list of ISHARES TR shareholders