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 | $2,358,692 | -10.7% | 28,973 | -7.7% | 0.07% | -17.8% |
| Q2 2023 | $2,641,591 | -10.5% | 31,384 | -17.1% | 0.09% | -23.1% |
| Q1 2023 | $2,952,502 | +22.2% | 37,857 | +12.5% | 0.12% | -4.1% |
| Q4 2022 | $2,416,391 | +13.3% | 33,659 | +5.7% | 0.12% | -0.8% |
| Q3 2022 | $2,132,000 | -3.0% | 31,836 | +4.1% | 0.12% | -1.6% |
| Q2 2022 | $2,198,000 | -12.3% | 30,569 | +5.7% | 0.12% | +0.8% |
| Q1 2022 | $2,505,000 | +34.1% | 28,919 | +43.8% | 0.12% | +39.3% |
| Q4 2021 | $1,868,000 | +40.1% | 20,104 | +25.5% | 0.09% | +20.3% |
| Q3 2021 | $1,333,000 | +107.0% | 16,022 | +106.0% | 0.07% | +89.7% |
| Q2 2021 | $644,000 | – | 7,777 | – | 0.04% | – |
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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% |