ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 369 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $433,782 | +3.0% | 4,177 | 0.0% | 0.04% | 0.0% |
| Q1 2024 | $421,084 | +10.7% | 4,177 | 0.0% | 0.04% | 0.0% |
| Q4 2023 | $380,316 | +11.8% | 4,177 | 0.0% | 0.04% | +2.3% |
| Q3 2023 | $340,050 | -3.3% | 4,177 | 0.0% | 0.04% | -6.4% |
| Q2 2023 | $351,579 | +7.9% | 4,177 | 0.0% | 0.05% | +4.4% |
| Q1 2023 | $325,765 | +10.2% | 4,177 | +1.5% | 0.04% | +9.8% |
| Q4 2022 | $295,559 | +7.1% | 4,117 | 0.0% | 0.04% | -2.4% |
| Q3 2022 | $276,000 | -4.5% | 4,117 | +2.5% | 0.04% | +2.4% |
| Q2 2022 | $289,000 | -17.0% | 4,017 | 0.0% | 0.04% | -14.6% |
| Q1 2022 | $348,000 | -3.3% | 4,017 | +3.6% | 0.05% | +9.1% |
| Q4 2021 | $360,000 | +20.0% | 3,877 | +7.6% | 0.04% | +10.0% |
| Q3 2021 | $300,000 | +0.7% | 3,602 | 0.0% | 0.04% | +2.6% |
| Q2 2021 | $298,000 | +8.4% | 3,602 | 0.0% | 0.04% | +2.6% |
| Q1 2021 | $275,000 | – | 3,602 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 237,094 | $19,844,749 | 13.03% |
| Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
| First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
| HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
| Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
| Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
| McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
| Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |