ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 423 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $742,250 | -3.3% | 9,117 | 0.0% | 0.04% | -12.5% |
Q2 2023 | $767,414 | +6.6% | 9,117 | -1.2% | 0.04% | -4.8% |
Q1 2023 | $719,837 | +3.9% | 9,230 | -4.4% | 0.04% | -10.6% |
Q4 2022 | $692,753 | +7.2% | 9,650 | +0.0% | 0.05% | -4.1% |
Q3 2022 | $646,000 | -6.9% | 9,649 | 0.0% | 0.05% | -7.5% |
Q2 2022 | $694,000 | -17.1% | 9,649 | -0.1% | 0.05% | -8.6% |
Q1 2022 | $837,000 | -5.8% | 9,659 | +0.9% | 0.06% | -9.4% |
Q4 2021 | $889,000 | -26.7% | 9,573 | -34.3% | 0.06% | -29.7% |
Q3 2021 | $1,213,000 | -4.5% | 14,574 | -5.0% | 0.09% | -9.9% |
Q2 2021 | $1,270,000 | +24.8% | 15,337 | +15.0% | 0.10% | +6.3% |
Q1 2021 | $1,018,000 | +6.7% | 13,331 | 0.0% | 0.10% | +6.7% |
Q4 2020 | $954,000 | +70.1% | 13,331 | +203.8% | 0.09% | +39.1% |
Q3 2020 | $561,000 | – | 4,388 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Laurel Wealth Planning LLC | 108,700 | $7,776,000 | 7.58% |
C-J Advisory, Inc. | 100,921 | $7,219,000 | 4.50% |
Cribstone Capital Management, LLC | 54,588 | $3,905,000 | 2.68% |
McClarren Financial Advisors, Inc. | 29,869 | $2,136,000 | 2.05% |
Financial Insights, Inc. | 34,939 | $2,500,000 | 1.94% |
Columbia Trust Co 01012016 | 36,655 | $2,622,000 | 1.82% |
Asset Allocation & Management Company, LLC | 37,776 | $2,702,000 | 1.74% |
SOA Wealth Advisors, LLC. | 83,409 | $6,254,000 | 1.70% |
BigSur Wealth Management LLC | 40,000 | $2,862,000 | 1.62% |
Trellis Advisors, LLC | 31,618 | $2,262,000 | 1.36% |