ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 364 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,315,056 | +1.5% | 28,437 | +4.9% | 0.44% | +2.5% |
Q2 2023 | $2,281,680 | -54.9% | 27,108 | -58.2% | 0.43% | -60.2% |
Q1 2023 | $5,060,849 | +3.5% | 64,891 | -4.7% | 1.08% | -3.4% |
Q4 2022 | $4,890,622 | -8.6% | 68,124 | -14.7% | 1.12% | -3.7% |
Q3 2022 | $5,351,000 | +17.0% | 79,902 | +25.6% | 1.17% | +5.2% |
Q2 2022 | $4,573,000 | +34.2% | 63,599 | +61.7% | 1.11% | +42.1% |
Q1 2022 | $3,408,000 | +164.6% | 39,339 | +183.7% | 0.78% | +168.0% |
Q4 2021 | $1,288,000 | +296.3% | 13,866 | +253.7% | 0.29% | +238.4% |
Q2 2021 | $325,000 | -39.9% | 3,920 | -44.7% | 0.09% | -49.1% |
Q1 2021 | $541,000 | +45.4% | 7,089 | +36.5% | 0.17% | +36.3% |
Q4 2020 | $372,000 | – | 5,194 | – | 0.12% | – |
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% |