ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 428 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,287,000 | -13.4% | 13,847 | -22.5% | 0.00% | -20.0% |
| Q3 2021 | $1,486,000 | -30.4% | 17,864 | -30.7% | 0.01% | -28.6% |
| Q2 2021 | $2,134,000 | -9.9% | 25,764 | -16.9% | 0.01% | -12.5% |
| Q1 2021 | $2,368,000 | +6.7% | 31,012 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $2,219,000 | -21.2% | 31,012 | +41.0% | 0.01% | -27.3% |
| Q3 2020 | $2,815,000 | +8.4% | 22,000 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $2,596,000 | +21.1% | 22,000 | 0.0% | 0.01% | +10.0% |
| Q1 2020 | $2,143,000 | -18.9% | 22,000 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $2,643,000 | +8.3% | 22,000 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $2,440,000 | +1.4% | 22,000 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $2,406,000 | -0.4% | 22,000 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $2,415,000 | +18.0% | 22,000 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $2,046,000 | -12.9% | 22,000 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $2,349,000 | +5.8% | 22,000 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $2,221,000 | +3.3% | 22,000 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $2,150,000 | -0.5% | 22,000 | 0.0% | 0.01% | +11.1% |
| Q4 2017 | $2,161,000 | +5.8% | 22,000 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $2,043,000 | +357.0% | 22,000 | +340.0% | 0.01% | +350.0% |
| Q2 2017 | $447,000 | +3.0% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $434,000 | +5.3% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $412,000 | +2.2% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $403,000 | +4.1% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $387,000 | +1.0% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $383,000 | +1.1% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $379,000 | +6.8% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $355,000 | -6.6% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $380,000 | -1.6% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $386,000 | +0.8% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $383,000 | +4.4% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $367,000 | +0.3% | 5,000 | 0.0% | 0.00% | -33.3% |
| Q2 2014 | $366,000 | +4.3% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $351,000 | +1.4% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $346,000 | +9.8% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $315,000 | – | 5,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 237,094 | $19,844,749 | 13.03% |
| Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
| First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
| HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
| Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
| Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
| McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
| Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |