ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 412 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,143,974 | -50.3% | 14,052 | -48.6% | 0.05% | +2.2% |
| Q2 2023 | $2,302,724 | +158.5% | 27,358 | +139.5% | 0.04% | -11.8% |
| Q1 2023 | $890,693 | +12.9% | 11,421 | +4.0% | 0.05% | +112.5% |
| Q4 2022 | $788,785 | +25.2% | 10,987 | +16.8% | 0.02% | -55.6% |
| Q3 2022 | $630,000 | +4.7% | 9,405 | +12.3% | 0.05% | +8.0% |
| Q2 2022 | $602,000 | +6.2% | 8,378 | +28.0% | 0.05% | +25.0% |
| Q1 2022 | $567,000 | -3.6% | 6,546 | +3.5% | 0.04% | -4.8% |
| Q4 2021 | $588,000 | +13.7% | 6,324 | +1.8% | 0.04% | -6.7% |
| Q3 2021 | $517,000 | +2.8% | 6,215 | +2.4% | 0.04% | 0.0% |
| Q2 2021 | $503,000 | +370.1% | 6,072 | +307.5% | 0.04% | +275.0% |
| Q4 2020 | $107,000 | -83.0% | 1,490 | -84.2% | 0.01% | -77.8% |
| Q3 2011 | $630,000 | – | 9,405 | – | 0.05% | – |
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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% |