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 | $1,853,232 | -5.0% | 22,676 | -2.2% | 0.08% | 0.0% |
| Q2 2023 | $1,950,724 | +254.1% | 23,176 | +228.1% | 0.08% | +224.0% |
| Q1 2023 | $550,844 | +3.2% | 7,063 | -5.0% | 0.02% | 0.0% |
| Q4 2022 | $533,974 | +8.8% | 7,438 | +1.4% | 0.02% | -3.8% |
| Q3 2022 | $491,000 | +7.7% | 7,338 | +15.8% | 0.03% | +8.3% |
| Q2 2022 | $456,000 | -40.2% | 6,338 | -28.1% | 0.02% | -22.6% |
| Q1 2022 | $763,000 | -29.3% | 8,813 | -24.1% | 0.03% | -27.9% |
| Q4 2021 | $1,079,000 | +16.6% | 11,615 | +4.4% | 0.04% | +2.4% |
| Q3 2021 | $925,000 | -5.9% | 11,121 | -6.3% | 0.04% | -10.6% |
| Q2 2021 | $983,000 | +33.7% | 11,870 | +23.2% | 0.05% | +23.7% |
| Q1 2021 | $735,000 | +37.6% | 9,631 | +28.9% | 0.04% | +22.6% |
| Q4 2020 | $534,000 | +43.5% | 7,471 | +156.7% | 0.03% | +19.2% |
| Q3 2020 | $372,000 | – | 2,910 | – | 0.03% | – |
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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% |