ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 376 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,746,163 | +9.7% | 21,449 | +13.4% | 0.20% | +11.4% |
| Q2 2023 | $1,591,402 | +10.0% | 18,907 | +1.9% | 0.18% | +5.4% |
| Q1 2023 | $1,446,637 | +16.5% | 18,549 | +7.3% | 0.17% | +19.3% |
| Q4 2022 | $1,241,608 | +6.8% | 17,295 | -0.4% | 0.14% | -6.0% |
| Q3 2022 | $1,163,000 | -7.3% | 17,361 | -0.4% | 0.15% | +1.4% |
| Q2 2022 | $1,254,000 | -9.1% | 17,439 | +9.5% | 0.15% | +13.1% |
| Q1 2022 | $1,379,000 | -2.6% | 15,919 | +4.4% | 0.13% | -21.7% |
| Q4 2021 | $1,416,000 | +18.4% | 15,243 | +6.1% | 0.17% | +67.7% |
| Q3 2021 | $1,196,000 | -0.8% | 14,372 | -1.3% | 0.10% | +4.2% |
| Q2 2021 | $1,206,000 | +8.5% | 14,564 | 0.0% | 0.10% | +4.4% |
| Q1 2021 | $1,112,000 | +1.9% | 14,564 | -4.5% | 0.09% | +1.1% |
| Q4 2020 | $1,091,000 | +7.6% | 15,248 | +92.4% | 0.09% | +3.4% |
| Q3 2020 | $1,014,000 | +8.6% | 7,925 | +0.1% | 0.09% | -26.3% |
| Q2 2020 | $934,000 | +21.5% | 7,918 | +0.3% | 0.12% | +3.5% |
| Q1 2020 | $769,000 | -16.2% | 7,894 | +3.3% | 0.11% | +12.9% |
| Q4 2019 | $918,000 | +5.9% | 7,642 | -2.2% | 0.10% | -23.5% |
| Q3 2019 | $867,000 | -2.5% | 7,815 | -3.9% | 0.13% | -7.0% |
| Q2 2019 | $889,000 | +120.6% | 8,129 | +112.6% | 0.14% | +173.1% |
| Q1 2019 | $403,000 | +13.2% | 3,823 | 0.0% | 0.05% | +10.6% |
| Q4 2018 | $356,000 | -12.7% | 3,823 | 0.0% | 0.05% | -20.3% |
| Q3 2018 | $408,000 | +3.8% | 3,823 | -1.8% | 0.06% | -10.6% |
| Q2 2018 | $393,000 | +9.2% | 3,895 | +5.7% | 0.07% | +3.1% |
| Q1 2018 | $360,000 | -0.3% | 3,684 | +0.2% | 0.06% | -5.9% |
| Q4 2017 | $361,000 | +4.9% | 3,677 | -0.9% | 0.07% | -6.8% |
| Q3 2017 | $344,000 | +1.8% | 3,709 | -1.9% | 0.07% | +1.4% |
| Q2 2017 | $338,000 | +10.5% | 3,780 | +7.3% | 0.07% | +9.1% |
| Q1 2017 | $306,000 | +8.9% | 3,522 | +3.2% | 0.07% | +37.5% |
| Q4 2016 | $281,000 | +1.4% | 3,413 | -0.9% | 0.05% | +4.3% |
| Q3 2016 | $277,000 | +4.1% | 3,443 | 0.0% | 0.05% | +4.5% |
| Q2 2016 | $266,000 | +5.1% | 3,443 | +4.0% | 0.04% | +2.3% |
| Q1 2016 | $253,000 | +3.7% | 3,311 | +2.6% | 0.04% | +13.2% |
| Q4 2015 | $244,000 | +6.6% | 3,226 | 0.0% | 0.04% | +15.2% |
| Q3 2015 | $229,000 | – | 3,226 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
| Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
| HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
| Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
| First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
| Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
| McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
| Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
| Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |