ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 376 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $38 | -5.0% | 470 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $40 | +8.1% | 470 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $37 | +8.8% | 470 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $34 | -99.9% | 470 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $32,000 | -5.9% | 470 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $34,000 | -17.1% | 470 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $41,000 | -6.8% | 470 | 0.0% | 0.00% | – |
Q4 2021 | $44,000 | +12.8% | 470 | 0.0% | 0.00% | – |
Q3 2021 | $39,000 | 0.0% | 470 | 0.0% | 0.00% | – |
Q2 2021 | $39,000 | +8.3% | 470 | 0.0% | 0.00% | – |
Q1 2021 | $36,000 | +5.9% | 470 | 0.0% | 0.00% | – |
Q4 2020 | $34,000 | +13.3% | 470 | +100.0% | 0.00% | – |
Q3 2020 | $30,000 | +7.1% | 235 | 0.0% | 0.00% | – |
Q2 2020 | $28,000 | +21.7% | 235 | 0.0% | 0.00% | -100.0% |
Q1 2020 | $23,000 | -17.9% | 235 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $28,000 | +7.7% | 235 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $26,000 | 0.0% | 235 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $26,000 | +4.0% | 235 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $25,000 | +13.6% | 235 | 0.0% | 0.00% | – |
Q4 2018 | $22,000 | -12.0% | 235 | 0.0% | 0.00% | -100.0% |
Q3 2018 | $25,000 | +4.2% | 235 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $24,000 | +4.3% | 235 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $23,000 | 0.0% | 235 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $23,000 | -28.1% | 235 | -30.9% | 0.00% | 0.0% |
Q3 2017 | $32,000 | – | 340 | – | 0.00% | – |
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% |