ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 407 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
---|---|---|---|
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% |