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 | $1,926,765 | -15.3% | 23,667 | -12.5% | 0.00% | 0.0% |
| Q2 2023 | $2,275,720 | +0.4% | 27,037 | -7.0% | 0.00% | -25.0% |
| Q1 2023 | $2,267,413 | -9.6% | 29,073 | -16.7% | 0.00% | 0.0% |
| Q4 2022 | $2,507,017 | +11.9% | 34,922 | +5.9% | 0.00% | 0.0% |
| Q3 2022 | $2,240,000 | -9.9% | 32,970 | -3.7% | 0.00% | 0.0% |
| Q2 2022 | $2,486,000 | +160.3% | 34,242 | +210.5% | 0.00% | +300.0% |
| Q1 2022 | $955,000 | +198.4% | 11,029 | +220.3% | 0.00% | – |
| Q4 2021 | $320,000 | -37.5% | 3,443 | -44.3% | 0.00% | -100.0% |
| Q2 2021 | $512,000 | -35.7% | 6,185 | -40.6% | 0.00% | 0.0% |
| Q1 2021 | $796,000 | +65.8% | 10,419 | +55.3% | 0.00% | 0.0% |
| Q4 2020 | $480,000 | +22.1% | 6,709 | +118.2% | 0.00% | 0.0% |
| Q3 2020 | $393,000 | +50.6% | 3,075 | +39.1% | 0.00% | – |
| Q2 2020 | $261,000 | – | 2,210 | – | 0.00% | – |
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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% |