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 | $285,831 | -3.3% | 3,511 | 0.0% | 1.00% | +142.2% |
| Q2 2023 | $295,521 | +4.6% | 3,511 | -3.1% | 0.41% | -25.2% |
| Q1 2023 | $282,636 | -6.6% | 3,624 | -14.0% | 0.55% | +24.1% |
| Q4 2022 | $302,523 | -28.1% | 4,214 | -7.0% | 0.44% | +5.2% |
| Q4 2021 | $421,000 | -3.2% | 4,531 | -13.3% | 0.42% | +12.8% |
| Q3 2021 | $435,000 | +6.4% | 5,225 | +5.8% | 0.37% | +19.1% |
| Q2 2021 | $409,000 | +2.5% | 4,937 | -5.4% | 0.31% | -39.8% |
| Q1 2021 | $399,000 | +38.1% | 5,221 | +29.2% | 0.52% | +85.1% |
| Q4 2020 | $289,000 | +31.4% | 4,042 | +135.0% | 0.28% | -18.0% |
| Q3 2020 | $220,000 | – | 1,720 | – | 0.34% | – |
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% |