ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 364 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $800,570 | -9.8% | 9,833 | -6.7% | 0.03% | -6.2% |
| Q2 2023 | $887,190 | +3.2% | 10,540 | -4.4% | 0.03% | +10.3% |
| Q1 2023 | $859,581 | +12.1% | 11,021 | +3.2% | 0.03% | +7.4% |
| Q4 2022 | $766,737 | +3.2% | 10,680 | -3.8% | 0.03% | -3.6% |
| Q3 2022 | $743,000 | -8.2% | 11,101 | -1.3% | 0.03% | 0.0% |
| Q2 2022 | $809,000 | -17.4% | 11,245 | -0.6% | 0.03% | -3.4% |
| Q1 2022 | $980,000 | -14.7% | 11,313 | -8.5% | 0.03% | -9.4% |
| Q4 2021 | $1,149,000 | +12.8% | 12,367 | +1.0% | 0.03% | +3.2% |
| Q3 2021 | $1,019,000 | +0.5% | 12,241 | -0.0% | 0.03% | +3.3% |
| Q2 2021 | $1,014,000 | +6.4% | 12,243 | -1.9% | 0.03% | 0.0% |
| Q1 2021 | $953,000 | +7.6% | 12,480 | +0.7% | 0.03% | 0.0% |
| Q4 2020 | $886,000 | +11.2% | 12,389 | +98.9% | 0.03% | -6.2% |
| Q3 2020 | $797,000 | – | 6,228 | – | 0.03% | – |
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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% |