ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 376 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232,915 | -3.3% | 2,861 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $240,811 | +7.9% | 2,861 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $223,130 | +8.6% | 2,861 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $205,391 | -11.1% | 2,861 | -17.1% | 0.01% | -28.6% |
| Q3 2022 | $231,000 | -6.9% | 3,450 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $248,000 | -17.1% | 3,450 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $299,000 | -6.9% | 3,450 | 0.0% | 0.01% | -22.2% |
| Q4 2021 | $321,000 | +12.2% | 3,450 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $286,000 | +8.7% | 3,450 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $263,000 | +6.5% | 3,450 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $247,000 | +11.8% | 3,450 | +100.0% | 0.01% | -8.3% |
| Q3 2020 | $221,000 | +8.3% | 1,725 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $204,000 | -13.2% | 1,725 | -11.9% | 0.01% | -20.0% |
| Q4 2019 | $235,000 | +8.3% | 1,959 | 0.0% | 0.02% | -6.2% |
| Q3 2019 | $217,000 | +1.4% | 1,959 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $214,000 | +3.4% | 1,959 | 0.0% | 0.02% | -5.9% |
| Q1 2019 | $207,000 | – | 1,959 | – | 0.02% | – |
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% |