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 | $14,008 | -12.1% | 172,065 | -9.2% | 0.22% | -13.9% |
| Q2 2023 | $15,945 | +10.3% | 189,435 | +2.2% | 0.25% | +1.2% |
| Q1 2023 | $14,452 | -99.9% | 185,301 | -13.9% | 0.25% | -9.1% |
| Q4 2022 | $15,443,000 | -99.9% | 215,118 | +1.1% | 0.27% | -3.5% |
| Q3 2022 | $14,256,000,000 | +99224.2% | 212,873 | +6.6% | 0.28% | +2.2% |
| Q2 2022 | $14,353,000 | +71.4% | 199,624 | +106.5% | 0.28% | +89.1% |
| Q1 2022 | $8,373,000 | -99.7% | 96,666 | +171.7% | 0.15% | +153.4% |
| Q4 2021 | $3,305,000,000 | +159871.0% | 35,572 | +43.2% | 0.06% | +41.5% |
| Q3 2021 | $2,066,000 | -52.5% | 24,833 | -52.7% | 0.04% | -55.4% |
| Q2 2021 | $4,350,000 | -3.6% | 52,522 | -11.2% | 0.09% | -16.4% |
| Q1 2021 | $4,514,000 | +15.7% | 59,114 | +8.4% | 0.11% | +1.9% |
| Q4 2020 | $3,901,000 | +108.1% | 54,532 | +272.1% | 0.11% | +71.4% |
| Q3 2020 | $1,875,000 | +74.4% | 14,654 | +60.8% | 0.06% | +53.7% |
| Q2 2020 | $1,075,000 | – | 9,112 | – | 0.04% | – |
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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% |