ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,896,305 | -6.8% | 23,293 | -3.6% | 0.02% | -8.7% |
Q2 2023 | $2,033,856 | +11.3% | 24,164 | +3.1% | 0.02% | +4.5% |
Q1 2023 | $1,827,990 | -17.6% | 23,439 | -24.2% | 0.02% | -26.7% |
Q4 2022 | $2,218,420 | +27.9% | 30,902 | +19.4% | 0.03% | +11.1% |
Q3 2022 | $1,734,000 | +5.4% | 25,891 | +13.1% | 0.03% | +8.0% |
Q2 2022 | $1,645,000 | +20.1% | 22,886 | +45.1% | 0.02% | +31.6% |
Q1 2022 | $1,370,000 | +18.2% | 15,778 | +26.5% | 0.02% | +11.8% |
Q4 2021 | $1,159,000 | +12.5% | 12,475 | +0.8% | 0.02% | 0.0% |
Q3 2021 | $1,030,000 | +4.0% | 12,377 | +3.6% | 0.02% | -5.6% |
Q2 2021 | $990,000 | +16.1% | 11,946 | +7.0% | 0.02% | 0.0% |
Q1 2021 | $853,000 | +6.2% | 11,162 | -0.6% | 0.02% | -5.3% |
Q4 2020 | $803,000 | -54.0% | 11,235 | -17.5% | 0.02% | -32.1% |
Q3 2020 | $1,745,000 | +86.8% | 13,618 | +72.2% | 0.03% | +3.7% |
Q2 2020 | $934,000 | +25.4% | 7,909 | +3.6% | 0.03% | +22.7% |
Q1 2020 | $745,000 | -18.2% | 7,634 | +0.5% | 0.02% | +4.8% |
Q4 2019 | $911,000 | – | 7,593 | – | 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% |