ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $277,201 | -5.1% | 3,405 | -1.9% | 0.04% | -5.4% |
Q2 2023 | $292,070 | +7.9% | 3,470 | 0.0% | 0.04% | +2.8% |
Q1 2023 | $270,625 | +8.6% | 3,470 | 0.0% | 0.04% | +16.1% |
Q4 2022 | $249,112 | +7.4% | 3,470 | 0.0% | 0.03% | -16.2% |
Q3 2022 | $232,000 | -6.8% | 3,470 | 0.0% | 0.04% | -2.6% |
Q2 2022 | $249,000 | -17.3% | 3,470 | 0.0% | 0.04% | 0.0% |
Q1 2022 | $301,000 | -6.5% | 3,470 | 0.0% | 0.04% | 0.0% |
Q4 2021 | $322,000 | +11.4% | 3,470 | 0.0% | 0.04% | +8.6% |
Q3 2021 | $289,000 | +0.7% | 3,470 | 0.0% | 0.04% | -7.9% |
Q2 2021 | $287,000 | +8.3% | 3,470 | 0.0% | 0.04% | -19.1% |
Q1 2021 | $265,000 | -29.0% | 3,470 | -33.4% | 0.05% | -37.3% |
Q4 2020 | $373,000 | -24.5% | 5,210 | +35.0% | 0.08% | -35.3% |
Q3 2020 | $494,000 | +8.6% | 3,859 | 0.0% | 0.12% | +3.6% |
Q2 2020 | $455,000 | +21.3% | 3,859 | 0.0% | 0.11% | +8.7% |
Q1 2020 | $375,000 | -19.2% | 3,859 | -0.0% | 0.10% | -8.8% |
Q4 2019 | $464,000 | +0.4% | 3,860 | -7.2% | 0.11% | -1.7% |
Q3 2019 | $462,000 | +1.8% | 4,160 | +0.1% | 0.12% | -5.0% |
Q2 2019 | $454,000 | +3.2% | 4,156 | -0.4% | 0.12% | +0.8% |
Q1 2019 | $440,000 | +61.2% | 4,173 | +41.9% | 0.12% | +55.8% |
Q4 2018 | $273,000 | -13.1% | 2,940 | 0.0% | 0.08% | -45.0% |
Q3 2018 | $314,000 | +5.7% | 2,940 | 0.0% | 0.14% | +2.2% |
Q2 2018 | $297,000 | +3.5% | 2,940 | 0.0% | 0.14% | 0.0% |
Q1 2018 | $287,000 | – | 2,940 | – | 0.14% | – |
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% |