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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $453,047 | -7.3% | 5,565 | -4.2% | 0.01% | 0.0% |
| Q2 2023 | $488,944 | +1.8% | 5,809 | -5.7% | 0.01% | -7.7% |
| Q1 2023 | $480,418 | +244.2% | 6,160 | +216.9% | 0.01% | +225.0% |
| Q4 2022 | $139,560 | +21.4% | 1,944 | +13.6% | 0.00% | +33.3% |
| Q3 2022 | $115,000 | -6.5% | 1,712 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $123,000 | -26.3% | 1,712 | -11.0% | 0.00% | -25.0% |
| Q1 2022 | $167,000 | -28.6% | 1,923 | -23.6% | 0.00% | -42.9% |
| Q4 2021 | $234,000 | +11.4% | 2,517 | -0.1% | 0.01% | +40.0% |
| Q3 2021 | $210,000 | -21.6% | 2,520 | -22.1% | 0.01% | -37.5% |
| Q2 2021 | $268,000 | +6.8% | 3,233 | -1.6% | 0.01% | -11.1% |
| Q1 2021 | $251,000 | -3.1% | 3,287 | -9.4% | 0.01% | -25.0% |
| Q4 2020 | $259,000 | +11.6% | 3,630 | +100.0% | 0.01% | 0.0% |
| Q3 2020 | $232,000 | +93.3% | 1,815 | +77.6% | 0.01% | +50.0% |
| Q2 2020 | $120,000 | +287.1% | 1,022 | +216.4% | 0.01% | +166.7% |
| Q1 2020 | $31,000 | -18.4% | 323 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $38,000 | +22.6% | 323 | +14.1% | 0.00% | +50.0% |
| Q3 2019 | $31,000 | – | 283 | – | 0.00% | – |
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% |