ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 412 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $804,819 | -4.0% | 9,886 | -0.7% | 0.03% | 0.0% |
| Q2 2023 | $838,081 | +4.5% | 9,957 | -3.1% | 0.03% | +3.3% |
| Q1 2023 | $801,737 | +13.9% | 10,280 | +4.8% | 0.03% | +7.1% |
| Q4 2022 | $703,973 | +14.8% | 9,806 | +7.2% | 0.03% | +7.7% |
| Q3 2022 | $613,000 | -2.7% | 9,147 | +4.4% | 0.03% | +4.0% |
| Q2 2022 | $630,000 | -16.3% | 8,763 | +0.7% | 0.02% | -10.7% |
| Q1 2022 | $753,000 | -7.6% | 8,698 | -0.9% | 0.03% | -3.4% |
| Q4 2021 | $815,000 | +10.6% | 8,774 | -1.0% | 0.03% | 0.0% |
| Q3 2021 | $737,000 | -9.3% | 8,863 | -9.7% | 0.03% | -6.5% |
| Q2 2021 | $813,000 | +8.0% | 9,813 | -0.5% | 0.03% | 0.0% |
| Q1 2021 | $753,000 | +9.8% | 9,864 | +2.9% | 0.03% | +3.3% |
| Q4 2020 | $686,000 | +7.9% | 9,590 | +92.8% | 0.03% | -6.2% |
| Q3 2020 | $636,000 | -0.2% | 4,974 | -7.8% | 0.03% | -5.9% |
| Q2 2020 | $637,000 | -64.1% | 5,394 | -70.4% | 0.03% | -68.8% |
| Q1 2020 | $1,774,000 | -49.6% | 18,211 | -37.9% | 0.11% | -39.1% |
| Q4 2019 | $3,523,000 | +16.2% | 29,328 | +7.3% | 0.18% | +9.1% |
| Q3 2019 | $3,031,000 | +7.7% | 27,332 | +6.2% | 0.16% | +5.8% |
| Q2 2019 | $2,815,000 | +4.9% | 25,741 | +1.2% | 0.16% | +2.6% |
| Q1 2019 | $2,683,000 | +22.1% | 25,437 | +7.6% | 0.15% | +14.4% |
| Q4 2018 | $2,198,000 | +3.5% | 23,636 | +18.9% | 0.13% | +11.9% |
| Q3 2018 | $2,124,000 | +16.8% | 19,887 | +10.4% | 0.12% | +8.3% |
| Q2 2018 | $1,819,000 | +648.6% | 18,017 | +225.6% | 0.11% | +626.7% |
| Q1 2018 | $243,000 | -84.5% | 5,533 | -65.2% | 0.02% | -84.2% |
| Q4 2017 | $1,563,000 | +12.4% | 15,913 | +6.3% | 0.10% | +6.7% |
| Q3 2017 | $1,390,000 | +21.4% | 14,974 | +16.8% | 0.09% | +17.1% |
| Q2 2017 | $1,145,000 | +17.3% | 12,816 | +13.9% | 0.08% | +13.4% |
| Q1 2017 | $976,000 | +22.9% | 11,251 | +16.7% | 0.07% | +15.5% |
| Q4 2016 | $794,000 | +20.9% | 9,638 | +18.2% | 0.06% | +13.7% |
| Q3 2016 | $657,000 | -0.2% | 8,156 | -4.2% | 0.05% | -5.6% |
| Q2 2016 | $658,000 | +219.4% | 8,511 | +213.4% | 0.05% | +170.0% |
| Q1 2016 | $206,000 | 0.0% | 2,716 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $206,000 | – | 2,716 | – | 0.02% | – |
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% |