ISHARES TR shareholders Q3 2023

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Dunhill Financial, LLC 273,893$22,667,36114.29%
Francis Financial, Inc. 136,183$11,086,6555.78%
HILL ISLAND FINANCIAL LLC 108,667$8,846,5863.52%
Laurel Wealth Planning LLC 43,394$3,5332.75%
First Affirmative Financial Network 32,032$2,607,7162.55%
Mascoma Wealth Management LLC 97,501$7,937,5232.48%
McClarren Financial Advisors, Inc. 30,938$2,5172.19%
Columbia Trust Co 01012016 41,375$3,368,3391.95%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 44,218$3,599,7871.49%
Fingerlakes Wealth Management, Inc. 14,733$1,199,4391.47%
Trellis Advisors, LLC 36,391$2,962,5931.35%
Manchester Capital Management LLC 110,164$8,968,4521.33%
DOHJ, LLC 36,109$2,941,0711.31%
Ulland Investment Advisors, LLC 14,260$1,1611.28%
SOA Wealth Advisors, LLC. 61,857$5,035,7531.25%
Gemmer Asset Management LLC 105,767$8,610,4981.16%
Neumann Capital Management, LLC 31,743$2,584,1981.13%
Strategic Point Investment Advisors, LLC 64,533$5,253,6321.12%
PFG Investments, LLC 70,637$5,750,5641.08%
APPLETON GROUP, LLC 3,511$285,8311.00%
External links

This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.