ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 374 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $223 | -5.5% | 2,738 | -2.4% | 0.02% | -15.0% |
Q2 2023 | $236 | +6.8% | 2,804 | -0.8% | 0.02% | -4.8% |
Q1 2023 | $221 | -99.9% | 2,828 | +13.8% | 0.02% | -8.7% |
Q1 2022 | $215,000 | -8.1% | 2,486 | -1.1% | 0.02% | -11.5% |
Q4 2021 | $234,000 | +6.8% | 2,514 | -4.3% | 0.03% | -21.2% |
Q3 2021 | $219,000 | -36.9% | 2,626 | -37.3% | 0.03% | -36.5% |
Q2 2021 | $347,000 | -38.1% | 4,191 | -43.0% | 0.05% | -42.2% |
Q1 2021 | $561,000 | -31.2% | 7,353 | -35.5% | 0.09% | -26.8% |
Q4 2020 | $815,000 | -12.7% | 11,394 | +56.1% | 0.12% | -12.8% |
Q3 2020 | $934,000 | +7.0% | 7,297 | -1.4% | 0.14% | +7.6% |
Q2 2020 | $873,000 | +26.3% | 7,397 | +4.3% | 0.13% | -12.1% |
Q1 2020 | $691,000 | +243.8% | 7,092 | +322.9% | 0.15% | +282.1% |
Q4 2019 | $201,000 | – | 1,677 | – | 0.04% | – |
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% |