ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 262 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,915 | -11.1% | 35,800 | -8.1% | 0.01% | 0.0% |
| Q2 2023 | $3,280 | +20.0% | 38,969 | +11.2% | 0.01% | 0.0% |
| Q1 2023 | $2,734 | +4.8% | 35,057 | -3.6% | 0.01% | +10.0% |
| Q4 2022 | $2,610 | -99.9% | 36,358 | +3.0% | 0.01% | 0.0% |
| Q3 2022 | $2,364,000 | +14.0% | 35,298 | +22.8% | 0.01% | +11.1% |
| Q2 2022 | $2,073,000 | +28.4% | 28,736 | +54.3% | 0.01% | +28.6% |
| Q1 2022 | $1,614,000 | +49.3% | 18,628 | +60.1% | 0.01% | +75.0% |
| Q4 2021 | $1,081,000 | +70.2% | 11,637 | +52.6% | 0.00% | +33.3% |
| Q3 2021 | $635,000 | +1.0% | 7,628 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $629,000 | +53.4% | 7,593 | +41.4% | 0.00% | +50.0% |
| Q1 2021 | $410,000 | +2.5% | 5,369 | -3.9% | 0.00% | 0.0% |
| Q4 2020 | $400,000 | +12.0% | 5,587 | +100.3% | 0.00% | 0.0% |
| Q3 2020 | $357,000 | +7.2% | 2,790 | -1.0% | 0.00% | 0.0% |
| Q2 2020 | $333,000 | +60.9% | 2,818 | +32.7% | 0.00% | 0.0% |
| Q1 2020 | $207,000 | -32.8% | 2,123 | -17.3% | 0.00% | 0.0% |
| Q4 2019 | $308,000 | +18.9% | 2,566 | +9.8% | 0.00% | 0.0% |
| Q3 2019 | $259,000 | +7.9% | 2,337 | +6.3% | 0.00% | 0.0% |
| Q2 2019 | $240,000 | – | 2,199 | – | 0.00% | – |
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% |