ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 245 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,704 | -2.9% | 5,392 | 0.0% | 0.05% | -10.5% |
| Q2 2023 | $453,881 | -3.9% | 5,392 | -11.0% | 0.06% | -18.6% |
| Q1 2023 | $472,451 | -68.2% | 6,058 | -70.7% | 0.07% | -72.1% |
| Q4 2022 | $1,485,079 | -57.4% | 20,686 | -60.3% | 0.25% | -66.9% |
| Q3 2022 | $3,486,000 | -9.8% | 52,047 | -3.1% | 0.76% | -6.0% |
| Q2 2022 | $3,863,000 | -14.7% | 53,727 | +2.8% | 0.81% | -4.4% |
| Q1 2022 | $4,527,000 | -6.7% | 52,260 | +0.0% | 0.84% | -10.9% |
| Q4 2021 | $4,854,000 | +7.2% | 52,237 | -4.0% | 0.95% | -4.2% |
| Q3 2021 | $4,526,000 | -1.0% | 54,387 | -1.5% | 0.99% | -0.4% |
| Q2 2021 | $4,574,000 | +0.7% | 55,220 | -7.1% | 0.99% | -7.5% |
| Q1 2021 | $4,541,000 | -1.9% | 59,467 | +79.0% | 1.07% | -8.0% |
| Q4 2020 | $4,631,000 | +9.0% | 33,217 | 0.0% | 1.16% | -4.0% |
| Q3 2020 | $4,250,000 | +4.3% | 33,217 | -3.8% | 1.21% | -1.8% |
| Q2 2020 | $4,076,000 | +38.7% | 34,540 | +14.5% | 1.23% | +46.0% |
| Q1 2020 | $2,938,000 | -2.3% | 30,165 | +20.5% | 0.84% | -8.5% |
| Q4 2019 | $3,007,000 | +21.7% | 25,035 | +12.4% | 0.92% | +3.2% |
| Q3 2019 | $2,470,000 | -8.8% | 22,270 | -10.1% | 0.90% | -15.6% |
| Q2 2019 | $2,709,000 | +3.8% | 24,770 | +0.1% | 1.06% | +0.3% |
| Q1 2019 | $2,609,000 | +410.6% | 24,735 | +350.1% | 1.06% | +344.5% |
| Q4 2018 | $511,000 | +1.0% | 5,495 | +16.4% | 0.24% | -20.4% |
| Q3 2018 | $506,000 | – | 4,720 | – | 0.30% | – |
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% |