ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 374 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $232,453 | -17.0% | 3,233 | 0.0% | 0.01% | -28.6% |
Q1 2022 | $280,000 | -10.0% | 3,233 | -3.3% | 0.01% | -12.5% |
Q4 2021 | $311,000 | +11.9% | 3,343 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $278,000 | +0.4% | 3,343 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $277,000 | +8.6% | 3,343 | 0.0% | 0.01% | -11.1% |
Q1 2021 | $255,000 | +1316.7% | 3,343 | +1913.9% | 0.01% | +350.0% |
Q3 2019 | $18,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $18,000 | -94.4% | 166 | -95.0% | 0.00% | -98.9% |
Q4 2017 | $324,000 | – | 3,302 | – | 0.18% | – |
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% |