ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 374 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $50,166 | +7.9% | 596 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $46,483 | +8.6% | 596 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $42,787 | +7.0% | 596 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $40,000 | -7.0% | 596 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $43,000 | -17.3% | 596 | 0.0% | 0.01% | -10.0% |
| Q1 2022 | $52,000 | -5.5% | 596 | 0.0% | 0.01% | -9.1% |
| Q4 2021 | $55,000 | +10.0% | 596 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $50,000 | -3.8% | 596 | -4.8% | 0.01% | -8.3% |
| Q2 2021 | $52,000 | +8.3% | 626 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $48,000 | +29.7% | 626 | +20.8% | 0.01% | +9.1% |
| Q4 2020 | $37,000 | +12.1% | 518 | +100.0% | 0.01% | 0.0% |
| Q3 2020 | $33,000 | +371.4% | 259 | +311.1% | 0.01% | +450.0% |
| Q2 2020 | $7,000 | -12.5% | 63 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $8,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | – | 63 | – | 0.00% | – |
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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% |