ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 381 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,387,321 | -1.9% | 61,113 | +18.4% | 2.68% | -25.3% |
| Q1 2022 | $4,471,010 | -62.8% | 51,616 | -60.1% | 3.58% | -51.3% |
| Q4 2021 | $12,011,913 | +22.0% | 129,272 | +9.2% | 7.37% | +25.2% |
| Q3 2021 | $9,848,530 | +15.2% | 118,358 | +14.6% | 5.89% | +0.8% |
| Q2 2021 | $8,550,941 | +42.0% | 103,235 | +30.9% | 5.84% | +23.6% |
| Q1 2021 | $6,023,659 | – | 78,885 | – | 4.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 237,094 | $19,844,749 | 13.03% |
| Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
| First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
| HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
| Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
| Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
| McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
| Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |