ZEVIN ASSET MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 407 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ZEVIN ASSET MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$205
-4.2%
2,437
-11.3%
0.04%
-6.8%
Q1 2023$214
-99.9%
2,749
-3.5%
0.04%
-4.3%
Q2 2022$205,000
-17.0%
2,8500.0%0.05%
-2.1%
Q1 2022$247,000
-17.7%
2,850
-11.7%
0.05%
-13.0%
Q4 2021$300,000
+11.5%
3,2280.0%0.05%
+5.9%
Q3 2021$269,000
+0.7%
3,2280.0%0.05%
-3.8%
Q2 2021$267,000
+11.2%
3,228
+2.7%
0.05%0.0%
Q1 2021$240,000
-0.8%
3,143
-7.0%
0.05%
-7.0%
Q4 2020$242,000
-13.3%
3,378
+55.1%
0.06%
-25.0%
Q3 2020$279,000
+9.4%
2,178
+0.7%
0.08%
-1.3%
Q2 2020$255,000
+20.9%
2,1630.0%0.08%
-2.5%
Q1 2020$211,000
-6.6%
2,163
-3.4%
0.08%
+17.9%
Q2 2018$226,000
-49.4%
2,240
-51.0%
0.07%
-42.2%
Q1 2018$447,000
-14.2%
4,575
-13.7%
0.12%
-1.7%
Q4 2017$521,000
-28.7%
5,300
-32.7%
0.12%
-31.4%
Q3 2017$731,000
-48.0%
7,870
-50.0%
0.17%
-51.5%
Q2 2017$1,405,000
-51.3%
15,725
-52.7%
0.36%
-51.4%
Q1 2017$2,885,000
-75.3%
33,250
-76.6%
0.73%
-76.1%
Q4 2016$11,693,000141,9353.05%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Gibson Capital, LLC 58,326$3,520,0001.40%
Ballentine Partners, LLC 69,961$4,222,0000.57%
SHAPIRO ROBERT N 41,558$2,508,0000.53%
Sigma Investment Management Co 8,259$498,0000.37%
Mariner Wealth Advisors-Madison, LLC 13,379$807,0000.36%
Callan Capital, LLC 10,275$620,0000.35%
FORBES J M & CO LLP 19,082$1,152,0000.34%
Long Wharf Investors, Inc. 5,245$317,0000.31%
KMS FINANCIAL SERVICES, INC 17,245$1,041,0000.29%
Hilltop Holdings Inc. 6,464$390,0000.26%
View complete list of ISHARES TR shareholders