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 | $3,903,124 | -5.1% | 47,944 | -1.9% | 0.02% | -13.8% |
| Q2 2023 | $4,113,333 | +8.8% | 48,869 | +0.8% | 0.03% | +3.6% |
| Q1 2023 | $3,781,562 | +4.2% | 48,488 | -4.0% | 0.03% | -3.4% |
| Q4 2022 | $3,627,472 | +80.4% | 50,529 | +68.3% | 0.03% | +16.0% |
| Q3 2022 | $2,011,000 | +3.9% | 30,021 | +11.5% | 0.02% | 0.0% |
| Q2 2022 | $1,935,000 | -1.7% | 26,920 | +18.4% | 0.02% | +4.2% |
| Q1 2022 | $1,969,000 | -1.5% | 22,736 | +5.8% | 0.02% | 0.0% |
| Q4 2021 | $1,998,000 | -51.8% | 21,498 | -56.9% | 0.02% | -57.1% |
| Q3 2021 | $4,146,000 | +1.6% | 49,831 | +1.2% | 0.06% | -3.4% |
| Q2 2021 | $4,080,000 | +9.3% | 49,263 | +0.7% | 0.06% | -26.6% |
| Q1 2021 | $3,734,000 | +25.1% | 48,897 | +17.2% | 0.08% | +14.5% |
| Q4 2020 | $2,985,000 | +42.2% | 41,729 | +154.4% | 0.07% | +25.5% |
| Q3 2020 | $2,099,000 | +24.2% | 16,405 | +14.6% | 0.06% | +22.2% |
| Q2 2020 | $1,690,000 | -13.1% | 14,321 | -28.2% | 0.04% | -29.7% |
| Q1 2020 | $1,944,000 | +179.3% | 19,958 | +242.7% | 0.06% | +236.8% |
| Q4 2019 | $696,000 | +23.6% | 5,824 | +14.6% | 0.02% | +11.8% |
| Q3 2019 | $563,000 | +5.4% | 5,083 | +3.8% | 0.02% | +6.2% |
| Q2 2019 | $534,000 | +6.6% | 4,895 | +2.7% | 0.02% | 0.0% |
| Q1 2019 | $501,000 | +16.0% | 4,764 | +3.3% | 0.02% | -5.9% |
| Q4 2018 | $432,000 | -15.3% | 4,614 | -3.8% | 0.02% | -5.6% |
| Q3 2018 | $510,000 | +18.3% | 4,796 | +12.2% | 0.02% | -18.2% |
| Q2 2018 | $431,000 | +7.8% | 4,273 | +4.1% | 0.02% | +22.2% |
| Q1 2018 | $400,000 | -2.2% | 4,104 | -1.7% | 0.02% | +5.9% |
| Q4 2017 | $409,000 | +6.5% | 4,176 | +0.6% | 0.02% | 0.0% |
| Q3 2017 | $384,000 | +7.6% | 4,150 | +4.2% | 0.02% | 0.0% |
| Q2 2017 | $357,000 | +5.3% | 3,982 | +1.8% | 0.02% | +6.2% |
| Q1 2017 | $339,000 | +28.9% | 3,913 | +22.1% | 0.02% | +14.3% |
| Q4 2016 | $263,000 | -26.9% | 3,206 | -28.3% | 0.01% | 0.0% |
| Q3 2016 | $360,000 | +29.0% | 4,470 | +23.2% | 0.01% | -12.5% |
| Q2 2016 | $279,000 | -41.6% | 3,627 | -41.6% | 0.02% | -46.7% |
| Q1 2016 | $478,000 | +24.2% | 6,215 | +22.1% | 0.03% | +20.0% |
| Q4 2015 | $385,000 | +36.0% | 5,091 | +28.2% | 0.02% | +31.6% |
| Q3 2015 | $283,000 | +3.3% | 3,972 | +12.1% | 0.02% | +5.6% |
| Q2 2015 | $274,000 | 0.0% | 3,542 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $274,000 | -47.6% | 3,542 | -48.0% | 0.02% | -51.4% |
| Q4 2014 | $523,000 | +15.7% | 6,813 | +10.5% | 0.04% | +19.4% |
| Q3 2014 | $452,000 | +3.7% | 6,166 | +3.4% | 0.03% | +6.9% |
| Q2 2014 | $436,000 | +4.3% | 5,964 | 0.0% | 0.03% | -3.3% |
| Q1 2014 | $418,000 | +0.7% | 5,964 | -1.0% | 0.03% | -6.2% |
| Q4 2013 | $415,000 | – | 6,025 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |