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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,281,152 | -50.9% | 15,221 | -54.5% | 0.00% | -100.0% |
| Q1 2023 | $2,607,674 | +231.0% | 33,436 | +204.7% | 0.00% | – |
| Q4 2022 | $787,823 | -58.6% | 10,974 | -61.4% | 0.00% | -100.0% |
| Q3 2022 | $1,902,000 | -47.9% | 28,407 | -32.7% | 0.00% | 0.0% |
| Q1 2022 | $3,654,000 | +1305.4% | 42,188 | +1407.3% | 0.00% | – |
| Q4 2021 | $260,000 | -65.5% | 2,799 | -69.1% | 0.00% | – |
| Q3 2021 | $754,000 | +61.1% | 9,059 | +47.9% | 0.00% | – |
| Q1 2021 | $468,000 | -52.7% | 6,124 | -32.3% | 0.00% | -100.0% |
| Q2 2019 | $989,000 | -88.0% | 9,045 | -88.4% | 0.00% | -84.6% |
| Q1 2019 | $8,224,000 | +44.8% | 77,972 | +27.7% | 0.01% | +8.3% |
| Q4 2018 | $5,681,000 | +59.2% | 61,081 | +82.8% | 0.01% | +71.4% |
| Q3 2018 | $3,568,000 | +0.4% | 33,413 | -8.2% | 0.01% | -22.2% |
| Q1 2018 | $3,555,000 | +138.9% | 36,380 | +140.2% | 0.01% | +125.0% |
| Q4 2017 | $1,488,000 | -60.5% | 15,145 | -62.7% | 0.00% | -66.7% |
| Q3 2017 | $3,767,000 | +80.3% | 40,568 | +73.4% | 0.01% | +71.4% |
| Q2 2017 | $2,089,000 | -34.5% | 23,393 | -39.6% | 0.01% | -50.0% |
| Q4 2016 | $3,188,000 | +20.5% | 38,702 | +17.7% | 0.01% | +7.7% |
| Q3 2016 | $2,646,000 | -22.1% | 32,871 | -26.7% | 0.01% | -38.1% |
| Q4 2015 | $3,396,000 | +70.7% | 44,850 | +71.4% | 0.02% | +61.5% |
| Q2 2015 | $1,990,000 | -24.1% | 26,165 | -22.9% | 0.01% | -35.0% |
| Q1 2015 | $2,623,000 | +15.0% | 33,955 | +14.0% | 0.02% | +17.6% |
| Q4 2014 | $2,281,000 | +593.3% | 29,782 | +535.1% | 0.02% | +325.0% |
| Q1 2014 | $329,000 | – | 4,689 | – | 0.00% | – |
Download | ||||||
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% |