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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $823,000 | +0.5% | 9,512 | +7.9% | 0.03% | +9.7% |
Q4 2021 | $819,000 | +3.5% | 8,812 | -7.4% | 0.03% | -13.9% |
Q3 2021 | $791,000 | +0.4% | 9,512 | 0.0% | 0.04% | 0.0% |
Q2 2021 | $788,000 | +4.6% | 9,512 | -3.5% | 0.04% | -2.7% |
Q1 2021 | $753,000 | -44.0% | 9,862 | -33.7% | 0.04% | 0.0% |
Q4 2020 | $1,344,000 | +111.7% | 14,878 | +199.6% | 0.04% | 0.0% |
Q3 2020 | $635,000 | +7.3% | 4,966 | -1.0% | 0.04% | -2.6% |
Q2 2020 | $592,000 | +15.0% | 5,016 | -5.2% | 0.04% | -5.0% |
Q1 2020 | $515,000 | -59.6% | 5,291 | -52.0% | 0.04% | 0.0% |
Q4 2019 | $1,275,000 | +107.3% | 11,032 | +99.1% | 0.04% | -2.4% |
Q3 2019 | $615,000 | -0.8% | 5,541 | -2.2% | 0.04% | 0.0% |
Q2 2019 | $620,000 | +7.5% | 5,666 | +3.7% | 0.04% | +5.1% |
Q1 2019 | $577,000 | +13.6% | 5,466 | 0.0% | 0.04% | 0.0% |
Q4 2018 | $508,000 | -11.3% | 5,466 | +1.9% | 0.04% | +5.4% |
Q3 2018 | $573,000 | +5.7% | 5,366 | 0.0% | 0.04% | 0.0% |
Q2 2018 | $542,000 | +1.9% | 5,366 | -1.4% | 0.04% | -2.6% |
Q1 2018 | $532,000 | -0.7% | 5,441 | -0.3% | 0.04% | 0.0% |
Q4 2017 | $536,000 | +5.7% | 5,456 | 0.0% | 0.04% | +2.7% |
Q3 2017 | $507,000 | +4.1% | 5,456 | 0.0% | 0.04% | 0.0% |
Q2 2017 | $487,000 | +3.8% | 5,456 | +0.9% | 0.04% | 0.0% |
Q1 2017 | $469,000 | +6.3% | 5,406 | +0.9% | 0.04% | +2.8% |
Q4 2016 | $441,000 | +3.5% | 5,356 | +1.2% | 0.04% | 0.0% |
Q3 2016 | $426,000 | +14.5% | 5,291 | +10.1% | 0.04% | +12.5% |
Q2 2016 | $372,000 | +9.4% | 4,807 | +8.1% | 0.03% | +10.3% |
Q1 2016 | $340,000 | +0.9% | 4,448 | 0.0% | 0.03% | 0.0% |
Q4 2015 | $337,000 | +6.6% | 4,448 | 0.0% | 0.03% | 0.0% |
Q3 2015 | $316,000 | -6.5% | 4,448 | 0.0% | 0.03% | +3.6% |
Q2 2015 | $338,000 | -1.7% | 4,448 | 0.0% | 0.03% | 0.0% |
Q1 2015 | $344,000 | +9.9% | 4,448 | +8.8% | 0.03% | +12.0% |
Q4 2014 | $313,000 | +4.3% | 4,089 | 0.0% | 0.02% | +4.2% |
Q3 2014 | $300,000 | +7.9% | 4,089 | +7.5% | 0.02% | +4.3% |
Q2 2014 | $278,000 | +13.0% | 3,805 | +8.6% | 0.02% | +9.5% |
Q1 2014 | $246,000 | +7.9% | 3,505 | +6.1% | 0.02% | +5.0% |
Q4 2013 | $228,000 | +9.6% | 3,305 | 0.0% | 0.02% | 0.0% |
Q3 2013 | $208,000 | +4.5% | 3,305 | 0.0% | 0.02% | 0.0% |
Q2 2013 | $199,000 | – | 3,305 | – | 0.02% | – |
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% |