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 | $2,062,886 | +6.8% | 25,339 | +10.4% | 0.37% | +14.1% |
Q2 2023 | $1,931,993 | +11.2% | 22,953 | +3.0% | 0.33% | -1.8% |
Q1 2023 | $1,738,103 | +9.8% | 22,286 | +1.1% | 0.33% | -0.3% |
Q4 2022 | $1,582,818 | -2.0% | 22,048 | -8.6% | 0.33% | -8.0% |
Q3 2022 | $1,615,000 | -2.4% | 24,113 | +4.8% | 0.36% | +11.4% |
Q2 2022 | $1,655,000 | -16.8% | 23,012 | +0.3% | 0.32% | +0.9% |
Q1 2022 | $1,988,000 | -5.3% | 22,948 | +1.6% | 0.32% | -5.8% |
Q4 2021 | $2,099,000 | +26.0% | 22,586 | +12.8% | 0.34% | +17.1% |
Q3 2021 | $1,666,000 | +9.9% | 20,023 | +9.4% | 0.29% | +9.8% |
Q2 2021 | $1,516,000 | +12.2% | 18,305 | +3.5% | 0.27% | +3.5% |
Q1 2021 | $1,351,000 | +10.6% | 17,689 | +3.6% | 0.26% | +5.8% |
Q4 2020 | $1,221,000 | +54.6% | 17,070 | +176.5% | 0.24% | +35.0% |
Q3 2020 | $790,000 | +167.8% | 6,173 | +147.1% | 0.18% | +150.0% |
Q2 2020 | $295,000 | +917.2% | 2,498 | +936.5% | 0.07% | +928.6% |
Q4 2019 | $29,000 | +52.6% | 241 | -5.1% | 0.01% | -61.1% |
Q3 2014 | $19,000 | – | 254 | – | 0.02% | – |
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% |