ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 374 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $398,917 | -3.3% | 4,900 | 0.0% | 0.03% | +3.2% |
Q2 2023 | $412,441 | +7.9% | 4,900 | 0.0% | 0.03% | 0.0% |
Q1 2023 | $382,149 | +11.3% | 4,900 | +2.4% | 0.03% | +6.9% |
Q4 2022 | $343,499 | +7.7% | 4,785 | +0.5% | 0.03% | 0.0% |
Q3 2022 | $319,000 | -7.0% | 4,759 | -0.2% | 0.03% | -6.5% |
Q2 2022 | $343,000 | -15.1% | 4,769 | +2.3% | 0.03% | 0.0% |
Q1 2022 | $404,000 | -7.3% | 4,663 | -0.6% | 0.03% | 0.0% |
Q4 2021 | $436,000 | +11.5% | 4,693 | 0.0% | 0.03% | 0.0% |
Q3 2021 | $391,000 | +0.3% | 4,693 | -0.3% | 0.03% | +3.3% |
Q2 2021 | $390,000 | +8.9% | 4,708 | +0.4% | 0.03% | +3.4% |
Q1 2021 | $358,000 | +6.9% | 4,690 | +0.2% | 0.03% | 0.0% |
Q4 2020 | $335,000 | +14.3% | 4,680 | +104.4% | 0.03% | 0.0% |
Q3 2020 | $293,000 | +6.2% | 2,290 | -2.1% | 0.03% | 0.0% |
Q2 2020 | $276,000 | +19.5% | 2,340 | -1.1% | 0.03% | -3.3% |
Q1 2020 | $231,000 | -20.1% | 2,367 | -1.5% | 0.03% | +3.4% |
Q4 2019 | $289,000 | +9.5% | 2,402 | +0.8% | 0.03% | 0.0% |
Q3 2019 | $264,000 | +23.9% | 2,382 | +22.5% | 0.03% | +26.1% |
Q2 2019 | $213,000 | +3.9% | 1,945 | +0.1% | 0.02% | +4.5% |
Q1 2019 | $205,000 | – | 1,943 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Francis Financial, Inc. | 126,183 | $9,840,996 | 6.67% |
First Affirmative Financial Network | 53,189 | $4,148,245 | 4.80% |
Ulrich Consultants & Investment Group, LLC | 24,810 | $1,934,932 | 4.04% |
HILL ISLAND FINANCIAL LLC | 115,140 | $8,925,648 | 3.60% |
Laurel Wealth Planning LLC | 49,988 | $3,899 | 2.58% |
Mascoma Wealth Management LLC | 108,639 | $8,511,871 | 2.49% |
McClarren Financial Advisors, Inc. | 30,867 | $2,405 | 2.19% |
Columbia Trust Co 01012016 | 40,175 | $3,133,248 | 1.81% |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 42,880 | $3,344,211 | 1.62% |
BigSur Wealth Management LLC | 40,000 | $3,119,600 | 1.46% |