ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $361 | -8.8% | 4,431 | -5.7% | 0.02% | -5.3% |
Q2 2023 | $396 | +7.9% | 4,700 | 0.0% | 0.02% | +5.6% |
Q1 2023 | $367 | -14.1% | 4,700 | -20.9% | 0.02% | -21.7% |
Q4 2022 | $427 | -99.9% | 5,944 | -2.0% | 0.02% | 0.0% |
Q3 2022 | $406,000 | -23.5% | 6,064 | -17.9% | 0.02% | -20.7% |
Q2 2022 | $531,000 | +40.5% | 7,383 | +69.1% | 0.03% | +70.6% |
Q1 2022 | $378,000 | -35.6% | 4,365 | -30.9% | 0.02% | -32.0% |
Q4 2021 | $587,000 | +8.3% | 6,320 | -2.9% | 0.02% | -3.8% |
Q3 2021 | $542,000 | -32.9% | 6,511 | -33.2% | 0.03% | -31.6% |
Q2 2021 | $808,000 | +18.0% | 9,751 | +8.7% | 0.04% | 0.0% |
Q1 2021 | $685,000 | – | 8,969 | – | 0.04% | – |
Download |
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% |