ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 412 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $675,052 | -3.3% | 8,292 | +0.0% | 0.19% | +1.6% |
Q2 2023 | $697,770 | +7.9% | 8,290 | 0.0% | 0.19% | +0.5% |
Q1 2023 | $646,538 | -0.6% | 8,290 | -8.5% | 0.18% | -1.6% |
Q4 2022 | $650,561 | +7.4% | 9,062 | +0.1% | 0.19% | +3.3% |
Q3 2022 | $606,000 | -6.8% | 9,050 | +0.1% | 0.18% | -1.6% |
Q2 2022 | $650,000 | -16.9% | 9,042 | +0.0% | 0.18% | +1.6% |
Q1 2022 | $782,000 | -7.0% | 9,039 | -0.2% | 0.18% | -15.0% |
Q4 2021 | $841,000 | +11.8% | 9,055 | +0.1% | 0.21% | +2.9% |
Q3 2021 | $752,000 | -4.1% | 9,049 | -4.5% | 0.21% | -8.4% |
Q2 2021 | $784,000 | +8.4% | 9,473 | +0.0% | 0.23% | +4.1% |
Q1 2021 | $723,000 | +6.2% | 9,472 | -0.5% | 0.22% | -12.8% |
Q4 2020 | $681,000 | +12.0% | 9,522 | +100.3% | 0.25% | -2.7% |
Q3 2020 | $608,000 | +9.0% | 4,755 | +0.5% | 0.26% | +7.1% |
Q2 2020 | $558,000 | +21.6% | 4,732 | +0.2% | 0.24% | +3.0% |
Q1 2020 | $459,000 | -18.2% | 4,721 | +1.1% | 0.23% | +7.9% |
Q4 2019 | $561,000 | -8.3% | 4,671 | -15.4% | 0.22% | -14.3% |
Q3 2019 | $612,000 | +1.5% | 5,521 | 0.0% | 0.25% | +2.4% |
Q2 2019 | $603,000 | +2.6% | 5,521 | -1.1% | 0.25% | -2.4% |
Q1 2019 | $588,000 | +13.3% | 5,581 | 0.0% | 0.25% | +1.6% |
Q4 2018 | $519,000 | +226.4% | 5,581 | +213.4% | 0.25% | +287.5% |
Q2 2017 | $159,000 | +3.2% | 1,781 | 0.0% | 0.06% | -4.5% |
Q1 2017 | $154,000 | +20.3% | 1,781 | +4.8% | 0.07% | +28.8% |
Q4 2015 | $128,000 | +5.8% | 1,700 | 0.0% | 0.05% | -1.9% |
Q3 2015 | $121,000 | -6.2% | 1,700 | 0.0% | 0.05% | -26.4% |
Q2 2015 | $129,000 | – | 1,700 | – | 0.07% | – |
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% |