ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 419 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,444,917 | +70.5% | 48,818 | +52.4% | 3.55% | +39.1% |
| Q3 2023 | $2,607,716 | -37.8% | 32,032 | -35.7% | 2.55% | -39.0% |
| Q2 2023 | $4,191,338 | +1.0% | 49,796 | -6.4% | 4.19% | -12.8% |
| Q1 2023 | $4,148,245 | +4.0% | 53,189 | -4.2% | 4.80% | -0.6% |
| Q4 2022 | $3,987,336 | +12.9% | 55,542 | +5.3% | 4.83% | +7.4% |
| Q3 2022 | $3,533,000 | -10.4% | 52,758 | -3.8% | 4.50% | +0.3% |
| Q2 2022 | $3,943,000 | -17.5% | 54,845 | -0.6% | 4.48% | -2.2% |
| Q1 2022 | $4,779,000 | -16.7% | 55,175 | -10.6% | 4.58% | -12.5% |
| Q4 2021 | $5,734,000 | +4.8% | 61,708 | -6.1% | 5.24% | -7.0% |
| Q3 2021 | $5,470,000 | – | 65,732 | – | 5.63% | – |
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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% |