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 | $938,169 | +2.1% | 11,524 | +5.6% | 0.01% | +20.0% |
| Q2 2023 | $918,884 | +15.6% | 10,917 | +7.1% | 0.01% | +25.0% |
| Q1 2023 | $794,874 | -13.5% | 10,192 | -20.3% | 0.00% | -20.0% |
| Q4 2022 | $918,479 | +1.3% | 12,794 | -5.6% | 0.01% | 0.0% |
| Q3 2022 | $907,000 | -22.2% | 13,551 | -16.5% | 0.01% | -16.7% |
| Q2 2022 | $1,166,000 | -12.3% | 16,222 | +5.7% | 0.01% | 0.0% |
| Q1 2022 | $1,329,000 | +7.3% | 15,344 | +15.1% | 0.01% | 0.0% |
| Q4 2021 | $1,239,000 | +10.5% | 13,336 | -1.0% | 0.01% | 0.0% |
| Q3 2021 | $1,121,000 | +1.1% | 13,473 | +0.7% | 0.01% | 0.0% |
| Q2 2021 | $1,109,000 | +3.3% | 13,383 | -4.9% | 0.01% | 0.0% |
| Q1 2021 | $1,074,000 | +6.8% | 14,070 | +0.0% | 0.01% | 0.0% |
| Q4 2020 | $1,006,000 | +11.9% | 14,067 | +100.3% | 0.01% | 0.0% |
| Q3 2020 | $899,000 | +8.1% | 7,023 | -0.4% | 0.01% | 0.0% |
| Q2 2020 | $832,000 | +6.4% | 7,048 | -12.2% | 0.01% | 0.0% |
| Q1 2020 | $782,000 | -31.5% | 8,031 | -15.5% | 0.01% | -14.3% |
| Q4 2019 | $1,141,000 | +8.9% | 9,499 | +0.5% | 0.01% | 0.0% |
| Q3 2019 | $1,048,000 | -21.0% | 9,450 | -22.1% | 0.01% | -22.2% |
| Q2 2019 | $1,327,000 | +11.4% | 12,133 | +7.5% | 0.01% | +12.5% |
| Q1 2019 | $1,191,000 | +15.1% | 11,287 | +1.4% | 0.01% | 0.0% |
| Q4 2018 | $1,035,000 | +11.4% | 11,131 | +28.0% | 0.01% | +14.3% |
| Q3 2018 | $929,000 | +22.1% | 8,697 | +15.4% | 0.01% | +16.7% |
| Q2 2018 | $761,000 | +3.7% | 7,535 | +0.3% | 0.01% | 0.0% |
| Q1 2018 | $734,000 | -14.8% | 7,512 | -14.4% | 0.01% | -14.3% |
| Q4 2017 | $862,000 | -0.7% | 8,778 | -6.1% | 0.01% | 0.0% |
| Q3 2017 | $868,000 | +7.0% | 9,352 | +3.0% | 0.01% | 0.0% |
| Q2 2017 | $811,000 | +18.2% | 9,083 | +14.9% | 0.01% | +16.7% |
| Q1 2017 | $686,000 | +9.6% | 7,904 | +4.0% | 0.01% | 0.0% |
| Q4 2016 | $626,000 | -13.2% | 7,598 | -15.1% | 0.01% | -14.3% |
| Q3 2016 | $721,000 | +5.6% | 8,950 | +0.8% | 0.01% | 0.0% |
| Q2 2016 | $683,000 | +32.4% | 8,876 | +31.7% | 0.01% | +16.7% |
| Q1 2016 | $516,000 | +10.5% | 6,742 | +9.3% | 0.01% | +20.0% |
| Q4 2015 | $467,000 | – | 6,170 | – | 0.01% | – |
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% |