ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $970,000 | -6.8% | 11,198 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $1,041,000 | +11.7% | 11,198 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $932,000 | +0.4% | 11,198 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $928,000 | +8.5% | 11,198 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $855,000 | +6.7% | 11,198 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $801,000 | -60.6% | 11,198 | -29.5% | 0.02% | -66.0% |
| Q3 2020 | $2,032,000 | +8.4% | 15,883 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $1,875,000 | +21.2% | 15,883 | 0.0% | 0.05% | -2.0% |
| Q1 2020 | $1,547,000 | -18.9% | 15,883 | 0.0% | 0.05% | 0.0% |
| Q4 2019 | $1,908,000 | +8.3% | 15,883 | 0.0% | 0.05% | -1.9% |
| Q3 2019 | $1,762,000 | +1.4% | 15,883 | 0.0% | 0.05% | -1.9% |
| Q2 2019 | $1,737,000 | +3.7% | 15,883 | 0.0% | 0.05% | -1.9% |
| Q1 2019 | $1,675,000 | +13.4% | 15,883 | 0.0% | 0.05% | -3.6% |
| Q4 2018 | $1,477,000 | -12.9% | 15,883 | 0.0% | 0.06% | +3.7% |
| Q3 2018 | $1,696,000 | +5.8% | 15,883 | 0.0% | 0.05% | -1.8% |
| Q2 2018 | $1,603,000 | +3.3% | 15,883 | 0.0% | 0.06% | -6.8% |
| Q1 2018 | $1,552,000 | -0.5% | 15,883 | 0.0% | 0.06% | +1.7% |
| Q4 2017 | $1,560,000 | +1318.2% | 15,883 | +1242.6% | 0.06% | +1350.0% |
| Q3 2017 | $110,000 | +254.8% | 1,183 | +239.0% | 0.00% | +300.0% |
| Q2 2017 | $31,000 | +3.3% | 349 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $30,000 | +3.4% | 349 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $29,000 | +3.6% | 349 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $28,000 | +3.7% | 349 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $27,000 | 0.0% | 349 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $27,000 | +3.8% | 349 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $26,000 | +4.0% | 349 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $25,000 | -30.6% | 349 | -26.8% | 0.00% | -50.0% |
| Q2 2015 | $36,000 | – | 477 | – | 0.00% | – |
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% |