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 | $220,672 | +86100.0% | 2,711 | -10.8% | 0.04% | +65.2% |
| Q2 2023 | $256 | -37.6% | 3,040 | -42.2% | 0.02% | -30.3% |
| Q1 2023 | $410 | -100.0% | 5,256 | -3.6% | 0.03% | -2.9% |
| Q4 2022 | $391,503,240 | +131719.3% | 5,453 | +23.0% | 0.03% | +17.2% |
| Q3 2022 | $297,000 | -46.5% | 4,432 | -42.3% | 0.03% | -48.2% |
| Q2 2022 | $555,000 | +77.9% | 7,679 | +113.1% | 0.06% | +115.4% |
| Q1 2022 | $312,000 | -6.9% | 3,603 | +0.1% | 0.03% | -10.3% |
| Q4 2021 | $335,000 | +10.6% | 3,598 | -0.4% | 0.03% | -12.1% |
| Q3 2021 | $303,000 | +5.2% | 3,614 | -0.4% | 0.03% | -17.5% |
| Q2 2021 | $288,000 | +5.9% | 3,629 | +2.3% | 0.04% | +14.3% |
| Q1 2021 | $272,000 | +7.9% | 3,546 | +0.0% | 0.04% | -2.8% |
| Q4 2020 | $252,000 | +11.0% | 3,545 | +100.4% | 0.04% | +5.9% |
| Q3 2020 | $227,000 | +9.1% | 1,769 | +0.6% | 0.03% | -5.6% |
| Q2 2020 | $208,000 | – | 1,759 | – | 0.04% | – |
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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% |