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 | $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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |