ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 381 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $287,568 | +3.1% | 2,769 | +0.0% | 0.04% | +2.4% |
Q1 2024 | $279,028 | +10.8% | 2,768 | +0.1% | 0.04% | +5.1% |
Q4 2023 | $251,884 | +12.0% | 2,766 | +0.1% | 0.04% | 0.0% |
Q3 2023 | $224,871 | -5.7% | 2,762 | -2.5% | 0.04% | -7.1% |
Q2 2023 | $238,386 | -6.1% | 2,832 | -13.0% | 0.04% | -10.6% |
Q1 2023 | $253,960 | -1.5% | 3,256 | -9.3% | 0.05% | -11.3% |
Q4 2022 | $257,733 | -77.3% | 3,590 | -78.8% | 0.05% | -80.7% |
Q3 2022 | $1,133,000 | -11.1% | 16,916 | -4.6% | 0.27% | +0.4% |
Q2 2022 | $1,275,000 | -17.8% | 17,740 | -1.0% | 0.27% | -7.8% |
Q1 2022 | $1,552,000 | -6.8% | 17,918 | 0.0% | 0.30% | -4.8% |
Q4 2021 | $1,665,000 | +6.9% | 17,918 | -4.2% | 0.31% | -1.0% |
Q3 2021 | $1,557,000 | -0.1% | 18,710 | -0.6% | 0.31% | -4.6% |
Q2 2021 | $1,559,000 | +3.2% | 18,823 | -4.8% | 0.33% | -2.9% |
Q1 2021 | $1,510,000 | +5.9% | 19,770 | -0.8% | 0.34% | +3.7% |
Q4 2020 | $1,426,000 | +26.4% | 19,932 | +126.1% | 0.33% | +10.8% |
Q3 2020 | $1,128,000 | +2.3% | 8,815 | -5.7% | 0.30% | -3.0% |
Q2 2020 | $1,103,000 | +44.0% | 9,350 | +18.8% | 0.30% | +20.2% |
Q1 2020 | $766,000 | -19.8% | 7,870 | -1.0% | 0.25% | -5.9% |
Q4 2019 | $955,000 | +21.8% | 7,953 | +12.5% | 0.27% | +13.0% |
Q3 2019 | $784,000 | +6.7% | 7,069 | +5.1% | 0.24% | +3.5% |
Q2 2019 | $735,000 | +18.0% | 6,724 | +13.8% | 0.23% | +15.6% |
Q1 2019 | $623,000 | +32.3% | 5,911 | +16.7% | 0.20% | +15.7% |
Q4 2018 | $471,000 | -12.3% | 5,065 | +0.8% | 0.17% | -14.0% |
Q3 2018 | $537,000 | – | 5,027 | – | 0.20% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Dunhill Financial, LLC | 237,094 | $19,844,749 | 13.03% |
Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |