ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 423 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $678,552 | -3.3% | 8,335 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $701,557 | +7.0% | 8,335 | -0.9% | 0.01% | 0.0% |
| Q1 2023 | $655,896 | +11.4% | 8,410 | +2.5% | 0.01% | 0.0% |
| Q4 2022 | $589,037 | +11.3% | 8,205 | +3.8% | 0.01% | +27.3% |
| Q3 2022 | $529,000 | -6.9% | 7,905 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $568,000 | -15.7% | 7,905 | +1.6% | 0.01% | -8.3% |
| Q1 2022 | $674,000 | -4.0% | 7,780 | +3.0% | 0.01% | 0.0% |
| Q4 2021 | $702,000 | +11.8% | 7,550 | 0.0% | 0.01% | +9.1% |
| Q3 2021 | $628,000 | +0.2% | 7,550 | -0.3% | 0.01% | 0.0% |
| Q2 2021 | $627,000 | +11.2% | 7,575 | +2.6% | 0.01% | 0.0% |
| Q1 2021 | $564,000 | +25.9% | 7,385 | +18.0% | 0.01% | +22.2% |
| Q4 2020 | $448,000 | +12.0% | 6,260 | +100.0% | 0.01% | 0.0% |
| Q3 2020 | $400,000 | +9.6% | 3,130 | +1.3% | 0.01% | 0.0% |
| Q2 2020 | $365,000 | +21.3% | 3,090 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $301,000 | -18.9% | 3,090 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $371,000 | +8.2% | 3,090 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $343,000 | +7.9% | 3,090 | +6.2% | 0.01% | +14.3% |
| Q2 2019 | $318,000 | +3.6% | 2,910 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $307,000 | +13.3% | 2,910 | 0.0% | 0.01% | +16.7% |
| Q4 2018 | $271,000 | -41.1% | 2,910 | -32.4% | 0.01% | -40.0% |
| Q3 2018 | $460,000 | +5.7% | 4,305 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $435,000 | +29.5% | 4,305 | +25.2% | 0.01% | +42.9% |
| Q1 2018 | $336,000 | -8.2% | 3,438 | -7.6% | 0.01% | -12.5% |
| Q4 2017 | $366,000 | – | 3,722 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |