ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $592,502 | -4.4% | 7,278 | -1.2% | 0.07% | -13.8% |
Q2 2023 | $619,912 | +7.9% | 7,365 | 0.0% | 0.08% | +1.3% |
Q1 2023 | $574,396 | +108481.5% | 7,365 | 0.0% | 0.08% | +1.3% |
Q4 2022 | $529 | -99.8% | 7,365 | +84.6% | 0.08% | +100.0% |
Q3 2022 | $267,000 | -7.0% | 3,990 | 0.0% | 0.04% | -17.0% |
Q2 2022 | $287,000 | -17.1% | 3,990 | 0.0% | 0.05% | -4.1% |
Q1 2022 | $346,000 | -6.7% | 3,990 | 0.0% | 0.05% | -3.9% |
Q4 2021 | $371,000 | +11.7% | 3,990 | 0.0% | 0.05% | +2.0% |
Q3 2021 | $332,000 | +0.6% | 3,990 | 0.0% | 0.05% | 0.0% |
Q2 2021 | $330,000 | +8.2% | 3,990 | 0.0% | 0.05% | 0.0% |
Q1 2021 | $305,000 | +4.1% | 3,990 | -2.7% | 0.05% | -2.0% |
Q4 2020 | $293,000 | +11.8% | 4,100 | +100.0% | 0.05% | 0.0% |
Q3 2020 | $262,000 | +8.3% | 2,050 | 0.0% | 0.05% | 0.0% |
Q2 2020 | $242,000 | -1.6% | 2,050 | 0.0% | 0.05% | -12.1% |
Q4 2019 | $246,000 | +8.4% | 2,050 | 0.0% | 0.06% | +1.8% |
Q3 2019 | $227,000 | +1.3% | 2,050 | 0.0% | 0.06% | -1.7% |
Q2 2019 | $224,000 | +3.7% | 2,050 | 0.0% | 0.06% | 0.0% |
Q1 2019 | $216,000 | – | 2,050 | – | 0.06% | – |
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% |