ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 423 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $623,763 | -0.3% | 7,662 | +3.0% | 0.03% | +3.6% |
| Q2 2023 | $625,888 | +45.5% | 7,436 | +34.8% | 0.03% | +33.3% |
| Q1 2023 | $430,115 | +112495.5% | 5,515 | +3.7% | 0.02% | +23.5% |
| Q4 2022 | $382 | -99.9% | 5,320 | +4.7% | 0.02% | +6.2% |
| Q3 2022 | $340,000 | +23.2% | 5,082 | +32.3% | 0.02% | +33.3% |
| Q2 2022 | $276,000 | -67.0% | 3,841 | -60.2% | 0.01% | -58.6% |
| Q1 2022 | $836,000 | -7.0% | 9,653 | -0.2% | 0.03% | 0.0% |
| Q4 2021 | $899,000 | +22.6% | 9,669 | +9.7% | 0.03% | +93.3% |
| Q3 2021 | $733,000 | – | 8,812 | – | 0.02% | – |
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% |