ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 423 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $746,720 | -5.8% | 9,137 | -3.0% | 0.02% | +11.1% |
| Q2 2023 | $792,400 | +6.6% | 9,415 | -1.2% | 0.02% | -10.0% |
| Q1 2023 | $743,098 | -31.8% | 9,529 | -37.2% | 0.02% | -35.5% |
| Q4 2022 | $1,089,525 | +7.2% | 15,177 | +0.1% | 0.03% | 0.0% |
| Q3 2022 | $1,016,000 | -12.3% | 15,163 | -5.9% | 0.03% | -36.7% |
| Q2 2022 | $1,159,000 | +23.0% | 16,110 | +48.2% | 0.05% | +58.1% |
| Q1 2022 | $942,000 | +7.8% | 10,870 | +15.5% | 0.03% | +24.0% |
| Q4 2021 | $874,000 | +19.6% | 9,410 | +6.9% | 0.02% | +8.7% |
| Q3 2021 | $731,000 | +5.6% | 8,805 | +1.9% | 0.02% | +4.5% |
| Q2 2021 | $692,000 | +5.6% | 8,639 | -1.8% | 0.02% | -4.3% |
| Q1 2021 | $655,000 | +15.1% | 8,798 | +10.8% | 0.02% | -23.3% |
| Q4 2020 | $569,000 | +16.4% | 7,939 | +100.9% | 0.03% | +15.4% |
| Q3 2020 | $489,000 | +4.9% | 3,952 | +0.2% | 0.03% | -16.1% |
| Q2 2020 | $466,000 | +21.4% | 3,946 | +0.3% | 0.03% | -6.1% |
| Q1 2020 | $384,000 | +1921.1% | 3,935 | +1474.0% | 0.03% | – |
| Q4 2014 | $19,000 | -99.9% | 250 | +25.0% | 0.00% | -100.0% |
| Q2 2014 | $14,622,000 | +8068.7% | 200 | -93.0% | 0.00% | -95.1% |
| Q3 2013 | $179,000 | +4.7% | 2,849 | +0.3% | 0.06% | +5.2% |
| Q2 2013 | $171,000 | – | 2,840 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
| Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
| HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
| Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
| First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
| Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
| McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
| Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
| Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |