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 | $1,431,956 | -3.2% | 17,589 | +0.1% | 0.06% | +1.8% |
| Q2 2023 | $1,478,819 | +15.0% | 17,569 | +6.5% | 0.06% | +9.8% |
| Q1 2023 | $1,286,115 | +8.0% | 16,491 | -0.6% | 0.05% | +6.2% |
| Q4 2022 | $1,191,030 | +3.2% | 16,590 | -3.7% | 0.05% | -7.7% |
| Q3 2022 | $1,154,000 | -3.8% | 17,234 | +3.3% | 0.05% | 0.0% |
| Q2 2022 | $1,199,000 | -9.0% | 16,688 | +9.7% | 0.05% | +10.6% |
| Q1 2022 | $1,317,000 | +85.5% | 15,208 | +98.8% | 0.05% | +95.8% |
| Q4 2021 | $710,000 | +23.9% | 7,649 | +11.0% | 0.02% | +14.3% |
| Q3 2021 | $573,000 | +3.4% | 6,893 | +3.0% | 0.02% | +5.0% |
| Q2 2021 | $554,000 | +18.1% | 6,692 | +8.8% | 0.02% | +11.1% |
| Q1 2021 | $469,000 | +23.4% | 6,151 | +15.5% | 0.02% | +5.9% |
| Q4 2020 | $380,000 | +27.5% | 5,325 | +128.6% | 0.02% | +30.8% |
| Q3 2020 | $298,000 | +28.4% | 2,329 | +18.3% | 0.01% | +18.2% |
| Q2 2020 | $232,000 | +22.1% | 1,968 | +0.7% | 0.01% | 0.0% |
| Q1 2020 | $190,000 | +54.5% | 1,954 | +89.5% | 0.01% | +120.0% |
| Q4 2019 | $123,000 | +41.4% | 1,031 | +30.0% | 0.01% | +25.0% |
| Q3 2019 | $87,000 | +180.6% | 793 | +178.2% | 0.00% | +300.0% |
| Q2 2019 | $31,000 | – | 285 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
| Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
| HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
| Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
| First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
| Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
| McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
| Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
| Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |