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 2022 | $1,645,000 | -6.9% | 24,570 | +0.0% | 0.05% | -15.5% |
| Q2 2022 | $1,766,000 | -17.0% | 24,564 | -0.0% | 0.06% | -3.3% |
| Q1 2022 | $2,128,000 | -17.4% | 24,572 | -11.4% | 0.06% | -16.7% |
| Q4 2021 | $2,577,000 | +10.7% | 27,738 | -0.9% | 0.07% | +2.9% |
| Q3 2021 | $2,328,000 | -1.1% | 27,983 | -1.6% | 0.07% | -2.8% |
| Q2 2021 | $2,355,000 | +7.6% | 28,431 | -0.8% | 0.07% | -2.7% |
| Q1 2021 | $2,189,000 | +5.7% | 28,668 | -1.0% | 0.07% | -9.8% |
| Q4 2020 | $2,071,000 | +11.8% | 28,954 | +100.0% | 0.08% | -1.2% |
| Q3 2020 | $1,852,000 | +8.4% | 14,475 | +0.0% | 0.08% | -12.6% |
| Q2 2020 | $1,708,000 | +24.3% | 14,473 | +2.6% | 0.10% | -11.2% |
| Q1 2020 | $1,374,000 | -16.5% | 14,113 | +3.0% | 0.11% | +7.0% |
| Q4 2019 | $1,646,000 | +5.6% | 13,699 | -2.6% | 0.10% | -2.9% |
| Q3 2019 | $1,559,000 | +0.1% | 14,059 | -1.2% | 0.10% | -1.9% |
| Q2 2019 | $1,557,000 | +3.7% | 14,236 | +0.0% | 0.10% | 0.0% |
| Q1 2019 | $1,501,000 | +1.4% | 14,234 | -10.5% | 0.10% | -16.7% |
| Q4 2018 | $1,480,000 | -12.9% | 15,912 | +0.0% | 0.13% | -3.1% |
| Q3 2018 | $1,699,000 | -4.9% | 15,907 | -10.2% | 0.13% | -15.6% |
| Q2 2018 | $1,787,000 | +3.4% | 17,705 | +0.1% | 0.15% | +6.9% |
| Q1 2018 | $1,728,000 | -2.6% | 17,683 | -2.1% | 0.14% | -0.7% |
| Q4 2017 | $1,774,000 | +5.5% | 18,058 | -0.3% | 0.14% | -0.7% |
| Q3 2017 | $1,681,000 | +4.3% | 18,107 | +0.4% | 0.15% | 0.0% |
| Q2 2017 | $1,611,000 | +2.2% | 18,032 | -0.8% | 0.15% | 0.0% |
| Q1 2017 | $1,577,000 | +7.0% | 18,171 | +1.6% | 0.15% | +1.4% |
| Q4 2016 | $1,474,000 | +0.7% | 17,891 | -1.6% | 0.14% | -4.6% |
| Q3 2016 | $1,464,000 | +3.8% | 18,180 | -0.3% | 0.15% | +11.0% |
| Q2 2016 | $1,410,000 | +1.0% | 18,230 | 0.0% | 0.14% | -11.7% |
| Q1 2016 | $1,396,000 | -1.6% | 18,230 | -2.7% | 0.15% | +1.3% |
| Q4 2015 | $1,419,000 | +4.4% | 18,740 | -2.2% | 0.15% | +16.0% |
| Q3 2015 | $1,359,000 | -22.3% | 19,157 | -16.7% | 0.13% | -16.0% |
| Q2 2015 | $1,749,000 | -1.5% | 22,987 | 0.0% | 0.16% | 0.0% |
| Q1 2015 | $1,776,000 | -99.9% | 22,987 | +3.2% | 0.16% | +8.3% |
| Q4 2014 | $1,705,353,000 | +109077.5% | 22,266 | +4.6% | 0.14% | -1.4% |
| Q3 2014 | $1,562,000 | +0.4% | 21,285 | 0.0% | 0.15% | +0.7% |
| Q2 2014 | $1,556,000 | +6.6% | 21,285 | +2.4% | 0.14% | +2.1% |
| Q1 2014 | $1,460,000 | -2.2% | 20,793 | -3.8% | 0.14% | -1.4% |
| Q4 2013 | $1,493,000 | +9.7% | 21,608 | 0.0% | 0.14% | -2.7% |
| Q3 2013 | $1,361,000 | +32.0% | 21,608 | +26.5% | 0.15% | +21.3% |
| Q2 2013 | $1,031,000 | – | 17,076 | – | 0.12% | – |
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% |