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 | $2,317,255 | -4.0% | 28,464 | -0.7% | 0.28% | +0.7% |
| Q2 2023 | $2,412,649 | +7.3% | 28,664 | -0.6% | 0.27% | +3.0% |
| Q1 2023 | $2,248,217 | +104858.8% | 28,827 | -3.4% | 0.27% | +3.9% |
| Q4 2022 | $2,142 | -99.9% | 29,831 | -0.2% | 0.26% | +10.8% |
| Q3 2022 | $2,002,000 | -6.5% | 29,900 | +0.4% | 0.23% | -0.4% |
| Q2 2022 | $2,141,000 | -17.7% | 29,781 | -0.9% | 0.23% | -15.3% |
| Q1 2022 | $2,603,000 | -2.9% | 30,046 | +4.1% | 0.27% | +7.5% |
| Q4 2021 | $2,680,000 | +11.6% | 28,850 | -0.0% | 0.26% | +2.4% |
| Q3 2021 | $2,402,000 | +1.7% | 28,864 | +1.2% | 0.25% | -6.0% |
| Q2 2021 | $2,361,000 | +9.2% | 28,515 | +0.7% | 0.26% | +1.5% |
| Q1 2021 | $2,162,000 | +7.6% | 28,310 | +0.8% | 0.26% | -1.5% |
| Q4 2020 | $2,010,000 | +14.3% | 28,098 | +104.5% | 0.26% | -1.5% |
| Q3 2020 | $1,758,000 | +7.3% | 13,738 | -1.1% | 0.27% | +1.5% |
| Q2 2020 | $1,639,000 | +30.3% | 13,885 | +7.5% | 0.26% | +13.7% |
| Q1 2020 | $1,258,000 | -14.9% | 12,917 | +4.9% | 0.23% | +0.4% |
| Q4 2019 | $1,479,000 | +11.5% | 12,314 | +3.0% | 0.23% | +2.7% |
| Q3 2019 | $1,326,000 | +1.4% | 11,958 | 0.0% | 0.23% | -2.2% |
| Q2 2019 | $1,308,000 | +5.7% | 11,958 | +1.9% | 0.23% | -0.9% |
| Q1 2019 | $1,238,000 | +12.9% | 11,739 | -0.5% | 0.23% | +3.1% |
| Q4 2018 | $1,097,000 | -8.4% | 11,797 | +5.2% | 0.23% | +1.8% |
| Q3 2018 | $1,197,000 | +30.7% | 11,209 | +23.6% | 0.22% | +25.4% |
| Q2 2018 | $916,000 | +4.6% | 9,070 | +1.2% | 0.18% | +2.3% |
| Q1 2018 | $876,000 | +5.4% | 8,964 | +6.0% | 0.17% | +6.8% |
| Q4 2017 | $831,000 | -18.0% | 8,454 | -22.6% | 0.16% | -22.1% |
| Q3 2017 | $1,014,000 | +4.4% | 10,924 | +0.5% | 0.21% | -3.3% |
| Q2 2017 | $971,000 | +3.0% | 10,869 | 0.0% | 0.22% | +2.4% |
| Q1 2017 | $943,000 | +27.8% | 10,869 | +21.3% | 0.21% | +20.0% |
| Q4 2016 | $738,000 | +2.4% | 8,963 | 0.0% | 0.18% | +1.7% |
| Q3 2016 | $721,000 | +4.0% | 8,963 | 0.0% | 0.17% | +1.2% |
| Q2 2016 | $693,000 | +1.0% | 8,963 | 0.0% | 0.17% | -0.6% |
| Q1 2016 | $686,000 | +1.0% | 8,963 | 0.0% | 0.17% | 0.0% |
| Q4 2015 | $679,000 | +6.8% | 8,963 | 0.0% | 0.17% | +5.6% |
| Q3 2015 | $636,000 | -5.6% | 8,963 | +1.1% | 0.16% | 0.0% |
| Q2 2015 | $674,000 | -0.7% | 8,867 | +0.8% | 0.16% | -0.6% |
| Q1 2015 | $679,000 | +1.3% | 8,795 | +0.6% | 0.16% | -3.6% |
| Q4 2014 | $670,000 | +4.9% | 8,745 | +0.5% | 0.17% | -1.2% |
| Q3 2014 | $639,000 | +1.1% | 8,705 | +0.7% | 0.17% | +3.6% |
| Q2 2014 | $632,000 | +1.0% | 8,645 | -3.1% | 0.16% | -11.8% |
| Q1 2014 | $626,000 | +11.2% | 8,922 | +9.5% | 0.19% | +19.9% |
| Q4 2013 | $563,000 | +9.7% | 8,145 | 0.0% | 0.16% | 0.0% |
| Q3 2013 | $513,000 | +4.5% | 8,145 | 0.0% | 0.16% | -0.6% |
| Q2 2013 | $491,000 | – | 8,145 | – | 0.16% | – |
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% |