ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,989,030 | -7.6% | 85,849 | -4.4% | 0.25% | -3.4% |
| Q2 2023 | $7,561,730 | +7.3% | 89,838 | -0.6% | 0.26% | +4.0% |
| Q1 2023 | $7,049,452 | +4.9% | 90,388 | -3.4% | 0.25% | +1.6% |
| Q4 2022 | $6,720,893 | +6.0% | 93,617 | -1.1% | 0.25% | -2.4% |
| Q3 2022 | $6,338,000 | -6.3% | 94,654 | +0.6% | 0.25% | +5.4% |
| Q2 2022 | $6,766,000 | -2.6% | 94,109 | +17.3% | 0.24% | -36.6% |
| Q1 2022 | $6,950,000 | -11.7% | 80,235 | -5.3% | 0.38% | +59.7% |
| Q4 2021 | $7,872,000 | +22.4% | 84,733 | +9.6% | 0.24% | +13.3% |
| Q3 2021 | $6,431,000 | +2.1% | 77,295 | +1.6% | 0.21% | -38.2% |
| Q2 2021 | $6,301,000 | +8.8% | 76,080 | +0.3% | 0.34% | +1.5% |
| Q1 2021 | $5,790,000 | +8.0% | 75,836 | +1.2% | 0.34% | -6.9% |
| Q4 2020 | $5,362,000 | +7.3% | 74,950 | +91.9% | 0.36% | -3.7% |
| Q3 2020 | $4,996,000 | +10.4% | 39,048 | +1.8% | 0.37% | +5.1% |
| Q2 2020 | $4,525,000 | +21.2% | 38,344 | 0.0% | 0.36% | +2.0% |
| Q1 2020 | $3,734,000 | -17.5% | 38,344 | +1.7% | 0.35% | +4.8% |
| Q4 2019 | $4,528,000 | -44.1% | 37,691 | -48.4% | 0.33% | -47.2% |
| Q3 2019 | $8,103,000 | – | 73,057 | – | 0.63% | – |
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% |