ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $260,675 | -3.3% | 3,202 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $269,512 | +7.9% | 3,202 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $249,724 | +8.6% | 3,202 | 0.0% | 0.01% | +12.5% |
Q4 2022 | $229,872 | +4.0% | 3,202 | -3.1% | 0.01% | -20.0% |
Q3 2022 | $221,000 | -6.8% | 3,303 | 0.0% | 0.01% | +42.9% |
Q2 2022 | $237,000 | -17.1% | 3,303 | 0.0% | 0.01% | -58.8% |
Q1 2022 | $286,000 | -6.8% | 3,303 | 0.0% | 0.02% | -43.3% |
Q4 2021 | $307,000 | +11.6% | 3,303 | 0.0% | 0.03% | +3.4% |
Q3 2021 | $275,000 | +0.4% | 3,303 | 0.0% | 0.03% | +11.5% |
Q2 2021 | $274,000 | +9.6% | 3,303 | +1.0% | 0.03% | 0.0% |
Q1 2021 | $250,000 | +6.8% | 3,270 | 0.0% | 0.03% | +13.0% |
Q4 2020 | $234,000 | +12.0% | 3,270 | +100.0% | 0.02% | +21.1% |
Q3 2020 | $209,000 | – | 1,635 | – | 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% |