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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $2,115,000 | +2.3% | 20,951 | -1.0% | 0.12% | +0.9% |
| Q1 2018 | $2,068,000 | -2.8% | 21,159 | -2.3% | 0.12% | 0.0% |
| Q4 2017 | $2,127,000 | +5.8% | 21,655 | 0.0% | 0.12% | +4.5% |
| Q3 2017 | $2,011,000 | +1.4% | 21,655 | 0.0% | 0.11% | -23.4% |
| Q2 2017 | $1,984,000 | -59.0% | 21,655 | -69.0% | 0.14% | -73.3% |
| Q4 2013 | $4,834,000 | +9.7% | 69,961 | 0.0% | 0.54% | +0.4% |
| Q3 2013 | $4,406,000 | +4.4% | 69,961 | 0.0% | 0.54% | -4.8% |
| Q2 2013 | $4,222,000 | – | 69,961 | – | 0.57% | – |
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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% |