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 | $1,553,547 | -3.3% | 19,083 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $1,606,216 | +7.5% | 19,083 | -0.4% | 0.01% | 0.0% |
| Q1 2023 | $1,494,366 | +8.5% | 19,161 | -0.2% | 0.01% | +8.3% |
| Q4 2022 | $1,377,722 | +12.1% | 19,191 | +4.5% | 0.01% | 0.0% |
| Q3 2022 | $1,229,000 | -6.9% | 18,356 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $1,320,000 | -17.0% | 18,356 | 0.0% | 0.01% | -7.7% |
| Q1 2022 | $1,590,000 | -28.9% | 18,356 | -23.8% | 0.01% | -27.8% |
| Q4 2021 | $2,237,000 | +11.7% | 24,074 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $2,003,000 | +0.5% | 24,074 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $1,994,000 | +6.7% | 24,074 | -1.6% | 0.02% | 0.0% |
| Q1 2021 | $1,869,000 | +6.7% | 24,474 | 0.0% | 0.02% | -5.3% |
| Q4 2020 | $1,751,000 | +83.7% | 24,474 | +228.6% | 0.02% | +58.3% |
| Q3 2020 | $953,000 | +8.4% | 7,448 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $879,000 | +21.2% | 7,448 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $725,000 | -19.4% | 7,448 | -0.6% | 0.01% | +20.0% |
| Q4 2019 | $900,000 | +2.2% | 7,493 | -5.7% | 0.01% | -9.1% |
| Q3 2019 | $881,000 | +17.2% | 7,943 | +15.5% | 0.01% | +10.0% |
| Q2 2019 | $752,000 | -10.0% | 6,880 | -13.2% | 0.01% | -9.1% |
| Q1 2019 | $836,000 | +5.4% | 7,926 | -7.0% | 0.01% | -15.4% |
| Q4 2018 | $793,000 | +114.3% | 8,526 | +145.9% | 0.01% | +160.0% |
| Q3 2018 | $370,000 | +5.7% | 3,467 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $350,000 | +2.9% | 3,467 | -0.3% | 0.01% | 0.0% |
| Q1 2018 | $340,000 | -0.6% | 3,477 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $342,000 | +5.9% | 3,477 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $323,000 | – | 3,477 | – | 0.01% | – |
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% |