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 | $1,388,204 | +0.1% | 17,052 | +3.5% | 0.04% | +2.3% |
| Q2 2023 | $1,386,449 | +11.7% | 16,472 | +3.5% | 0.04% | +4.8% |
| Q1 2023 | $1,241,025 | +10.8% | 15,913 | +2.0% | 0.04% | +2.4% |
| Q4 2022 | $1,119,903 | -41.7% | 15,600 | -41.6% | 0.04% | +5.1% |
| Q2 2022 | $1,920,000 | +121.5% | 26,712 | +166.9% | 0.04% | +30.0% |
| Q1 2022 | $867,000 | -5.7% | 10,008 | +1.2% | 0.03% | +3.4% |
| Q4 2021 | $919,000 | +11.7% | 9,892 | +0.0% | 0.03% | -27.5% |
| Q3 2021 | $823,000 | +0.5% | 9,891 | +0.0% | 0.04% | +21.2% |
| Q2 2021 | $819,000 | – | 9,890 | – | 0.03% | – |
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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% |