DSI — ISHARES TR

Ownership history in Wealth Analytics Partners, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Wealth Analytics Partners, LLC reported a position in ISHARES TR (DSI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.3% (2025 Q4)
Avg. % of fund
0.3%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 5,950 — — 0.30% $767K $128.51
% of Fund (quarterly)    DSI price (monthly, adj. close)

Other funds also holding DSI

As of 2025 Q4 — sorted by position size

IMA Advisory Services, Inc. 3Y 7Y 5.02% NORTHSTAR ASSET MANAGEMENT INC 3Y 3.41% TRUE BLUE FINANCIAL, LLC 3.24% TrueWealth Financial Partners 3Y 3.23% NATURAL INVESTMENTS, LLC 3Y 3.17% McClarren Financial Advisors, Inc. 3Y 2.56% Compass Financial Group, Inc. (Ohio) 2.48% Laurel Wealth Planning LLC 3Y 2.46% Manchester Capital Management LLC 3Y 7Y 2.43% Francis Financial, Inc. 3Y 7Y 2.34%
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