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 | $581,268 | -3.3% | 7,140 | 0.0% | 0.04% | +2.4% |
| Q2 2023 | $600,974 | +7.9% | 7,140 | 0.0% | 0.04% | +2.4% |
| Q1 2023 | $556,849 | +8.6% | 7,140 | 0.0% | 0.04% | +5.1% |
| Q4 2022 | $512,581 | +7.2% | 7,140 | 0.0% | 0.04% | -2.5% |
| Q3 2022 | $478,000 | -6.8% | 7,140 | 0.0% | 0.04% | +2.6% |
| Q2 2022 | $513,000 | -17.0% | 7,140 | 0.0% | 0.04% | -7.1% |
| Q1 2022 | $618,000 | -6.8% | 7,140 | 0.0% | 0.04% | -2.3% |
| Q4 2021 | $663,000 | +11.6% | 7,140 | 0.0% | 0.04% | +4.9% |
| Q3 2021 | $594,000 | +0.5% | 7,140 | 0.0% | 0.04% | +2.5% |
| Q2 2021 | $591,000 | +8.4% | 7,140 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $545,000 | +6.7% | 7,140 | 0.0% | 0.04% | +2.6% |
| Q4 2020 | $511,000 | +11.8% | 7,140 | +100.0% | 0.04% | 0.0% |
| Q3 2020 | $457,000 | +8.6% | 3,570 | 0.0% | 0.04% | +2.6% |
| Q2 2020 | $421,000 | +21.0% | 3,570 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $348,000 | -18.9% | 3,570 | 0.0% | 0.04% | -2.6% |
| Q4 2019 | $429,000 | +3.9% | 3,570 | -4.0% | 0.04% | -4.9% |
| Q3 2019 | $413,000 | +1.5% | 3,720 | 0.0% | 0.04% | +10.8% |
| Q2 2019 | $407,000 | +3.8% | 3,720 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $392,000 | +13.3% | 3,720 | 0.0% | 0.04% | +2.8% |
| Q4 2018 | $346,000 | -12.8% | 3,720 | 0.0% | 0.04% | -2.7% |
| Q3 2018 | $397,000 | +5.9% | 3,720 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $375,000 | +3.0% | 3,720 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $364,000 | -0.3% | 3,720 | 0.0% | 0.04% | +2.8% |
| Q4 2017 | $365,000 | +5.8% | 3,720 | 0.0% | 0.04% | -16.3% |
| Q3 2017 | $345,000 | +3.9% | 3,720 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $332,000 | +2.8% | 3,720 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $323,000 | +5.6% | 3,720 | 0.0% | 0.04% | +2.4% |
| Q4 2016 | $306,000 | +2.3% | 3,720 | 0.0% | 0.04% | 0.0% |
| Q3 2016 | $299,000 | +3.8% | 3,720 | 0.0% | 0.04% | +2.4% |
| Q2 2016 | $288,000 | +1.1% | 3,720 | 0.0% | 0.04% | -2.4% |
| Q1 2016 | $285,000 | – | 3,720 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |