ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 374 filers reported holding ISHARES TR in Q3 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 ↓ |
---|---|---|---|
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% |