ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 364 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,806,243 | -5.8% | 22,187 | -2.6% | 0.02% | -6.2% |
| Q2 2023 | $1,918,084 | +0.9% | 22,788 | -6.5% | 0.02% | -15.8% |
| Q1 2023 | $1,901,461 | +18.9% | 24,381 | +9.4% | 0.02% | +5.6% |
| Q4 2022 | $1,599,226 | +7.2% | 22,276 | 0.0% | 0.02% | -5.3% |
| Q3 2022 | $1,492,000 | -6.9% | 22,276 | 0.0% | 0.02% | -13.6% |
| Q2 2022 | $1,602,000 | -22.9% | 22,276 | -7.1% | 0.02% | -18.5% |
| Q1 2022 | $2,078,000 | -20.3% | 23,991 | -14.5% | 0.03% | -27.0% |
| Q4 2021 | $2,608,000 | -26.6% | 28,067 | -34.3% | 0.04% | -37.3% |
| Q3 2021 | $3,553,000 | +450.0% | 42,695 | +447.8% | 0.06% | +391.7% |
| Q2 2021 | $646,000 | +8.6% | 7,794 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $595,000 | -2.1% | 7,794 | -8.3% | 0.01% | -25.0% |
| Q4 2020 | $608,000 | – | 8,504 | – | 0.02% | – |
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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% |