ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,634,528 | -2.9% | 20,000 | 0.0% | 0.82% | +2.4% |
| Q2 2023 | $1,683,400 | -46.0% | 20,000 | -50.0% | 0.80% | -45.0% |
| Q1 2023 | $3,119,600 | +8.6% | 40,000 | 0.0% | 1.46% | +5.8% |
| Q4 2022 | $2,871,600 | +7.2% | 40,000 | 0.0% | 1.38% | +2.1% |
| Q3 2022 | $2,679,000 | -6.8% | 40,000 | 0.0% | 1.36% | 0.0% |
| Q2 2022 | $2,876,000 | -17.0% | 40,000 | 0.0% | 1.36% | +0.4% |
| Q1 2022 | $3,465,000 | -6.8% | 40,000 | 0.0% | 1.35% | -7.2% |
| Q4 2021 | $3,717,000 | +11.7% | 40,000 | 0.0% | 1.45% | -2.7% |
| Q3 2021 | $3,328,000 | +0.5% | 40,000 | 0.0% | 1.50% | 0.0% |
| Q2 2021 | $3,313,000 | +8.5% | 40,000 | 0.0% | 1.50% | -4.6% |
| Q1 2021 | $3,054,000 | +6.7% | 40,000 | 0.0% | 1.57% | -3.0% |
| Q4 2020 | $2,862,000 | +11.8% | 40,000 | +100.0% | 1.62% | -0.9% |
| Q3 2020 | $2,559,000 | +8.4% | 20,000 | 0.0% | 1.63% | -3.4% |
| Q2 2020 | $2,360,000 | – | 20,000 | – | 1.69% | – |
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% |