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 | $1,853,232 | -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% | – |
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% |