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% | – |
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% |