ISHARES TR shareholders Q1 2023

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 419 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Francis Financial, Inc. 126,183$9,840,9966.67%
First Affirmative Financial Network 53,189$4,148,2454.80%
Ulrich Consultants & Investment Group, LLC 24,810$1,934,9324.04%
HILL ISLAND FINANCIAL LLC 115,140$8,925,6483.60%
Laurel Wealth Planning LLC 49,988$3,8992.58%
Mascoma Wealth Management LLC 108,639$8,511,8712.49%
McClarren Financial Advisors, Inc. 30,867$2,4052.19%
Columbia Trust Co 01012016 40,175$3,133,2481.81%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 42,880$3,344,2111.62%
BigSur Wealth Management LLC 40,000$3,119,6001.46%
SOA Wealth Advisors, LLC. 71,250$5,556,7991.37%
Fingerlakes Wealth Management, Inc. 14,019$1,093,3361.36%
Manchester Capital Management LLC 133,343$10,399,4211.36%
Trellis Advisors, LLC 35,755$2,788,5501.34%
Ulland Investment Advisors, LLC 14,260$1,1121.31%
PFG Investments, LLC 72,057$5,619,7271.14%
Strategic Point Investment Advisors, LLC 65,133$5,079,7231.13%
Gemmer Asset Management LLC 98,810$7,706,1601.13%
Sharkey, Howes & Javer 64,891$5,060,8491.08%
AFFINIA FINANCIAL GROUP, LLC 18,851$1,463,0261.08%
External links

This page lists ISHARES TR's shareholders in Q1 2023. To view ISHARES TR's shareholder history, click here.