ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $236,000 | -5.6% | 1,846 | -13.0% | 0.00% | 0.0% |
Q2 2020 | $250,000 | -98.5% | 2,121 | -98.7% | 0.00% | -98.8% |
Q1 2020 | $16,301,000 | -7.2% | 166,105 | +13.5% | 0.16% | +8.8% |
Q4 2019 | $17,574,000 | +26.0% | 146,293 | +16.3% | 0.15% | +11.3% |
Q3 2019 | $13,950,000 | +12.0% | 125,782 | +10.4% | 0.13% | +4.7% |
Q2 2019 | $12,455,000 | +25.0% | 113,894 | +20.6% | 0.13% | +13.4% |
Q1 2019 | $9,964,000 | +62.8% | 94,463 | +43.5% | 0.11% | +36.6% |
Q4 2018 | $6,120,000 | +27.8% | 65,808 | +46.8% | 0.08% | +34.4% |
Q3 2018 | $4,789,000 | +111.6% | 44,843 | +100.0% | 0.06% | +90.6% |
Q2 2018 | $2,263,000 | +607.2% | 22,421 | +584.0% | 0.03% | +540.0% |
Q1 2018 | $320,000 | – | 3,278 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Francis Financial, Inc. | 126,183 | $9,840,996 | 6.67% |
First Affirmative Financial Network | 53,189 | $4,148,245 | 4.80% |
Ulrich Consultants & Investment Group, LLC | 24,810 | $1,934,932 | 4.04% |
HILL ISLAND FINANCIAL LLC | 115,140 | $8,925,648 | 3.60% |
Laurel Wealth Planning LLC | 49,988 | $3,899 | 2.58% |
Mascoma Wealth Management LLC | 108,639 | $8,511,871 | 2.49% |
McClarren Financial Advisors, Inc. | 30,867 | $2,405 | 2.19% |
Columbia Trust Co 01012016 | 40,175 | $3,133,248 | 1.81% |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 42,880 | $3,344,211 | 1.62% |
BigSur Wealth Management LLC | 40,000 | $3,119,600 | 1.46% |