ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 364 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,231,206 | -6.3% | 27,407 | -3.1% | 0.01% | 0.0% |
| Q2 2023 | $2,381,338 | +4.3% | 28,292 | -3.4% | 0.01% | 0.0% |
| Q1 2023 | $2,283,235 | +11.1% | 29,276 | +2.3% | 0.01% | +10.0% |
| Q4 2022 | $2,054,344 | +3.3% | 28,616 | -3.6% | 0.01% | 0.0% |
| Q3 2022 | $1,989,000 | -3.9% | 29,693 | +3.2% | 0.01% | 0.0% |
| Q2 2022 | $2,069,000 | -15.6% | 28,781 | +1.7% | 0.01% | 0.0% |
| Q1 2022 | $2,452,000 | +15.4% | 28,302 | +23.8% | 0.01% | +11.1% |
| Q4 2021 | $2,125,000 | +24.8% | 22,864 | +11.7% | 0.01% | +28.6% |
| Q3 2021 | $1,703,000 | -13.5% | 20,464 | -13.9% | 0.01% | -22.2% |
| Q2 2021 | $1,969,000 | -44.2% | 23,774 | -48.6% | 0.01% | +12.5% |
| Q1 2021 | $3,530,000 | +65.6% | 46,240 | +55.3% | 0.01% | -20.0% |
| Q4 2020 | $2,131,000 | +4.5% | 29,782 | +86.9% | 0.01% | -9.1% |
| Q3 2020 | $2,039,000 | +9.1% | 15,936 | +0.6% | 0.01% | 0.0% |
| Q2 2020 | $1,869,000 | +25.9% | 15,835 | +3.9% | 0.01% | +10.0% |
| Q1 2020 | $1,485,000 | -41.7% | 15,243 | -28.1% | 0.01% | -28.6% |
| Q4 2019 | $2,548,000 | +8.3% | 21,208 | 0.0% | 0.01% | +7.7% |
| Q3 2019 | $2,352,000 | -5.8% | 21,208 | -7.1% | 0.01% | -13.3% |
| Q2 2019 | $2,497,000 | +25.8% | 22,836 | +21.3% | 0.02% | +25.0% |
| Q1 2019 | $1,985,000 | +60.0% | 18,819 | +41.0% | 0.01% | +50.0% |
| Q4 2018 | $1,241,000 | +20.6% | 13,346 | +38.5% | 0.01% | +33.3% |
| Q3 2018 | $1,029,000 | +22.5% | 9,636 | +15.7% | 0.01% | +20.0% |
| Q2 2018 | $840,000 | +3.2% | 8,325 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $814,000 | +9.4% | 8,325 | +9.9% | 0.01% | +25.0% |
| Q4 2017 | $744,000 | +5.8% | 7,575 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $703,000 | +58.3% | 7,575 | +52.3% | 0.00% | +33.3% |
| Q2 2017 | $444,000 | – | 4,975 | – | 0.00% | – |
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% |