ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 423 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $10,000 | 0.0% | 145 | +2.1% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | 0.0% | 142 | +23.5% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | 0.0% | 115 | +5.5% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | +150.0% | 109 | +131.9% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 47 | +2.2% | 0.00% | – |
| Q2 2021 | $4,000 | 0.0% | 46 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $4,000 | +300.0% | 46 | +187.5% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 16 | +100.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -97.7% | 8 | -98.1% | 0.00% | -100.0% |
| Q1 2020 | $44,000 | -86.8% | 415 | -84.3% | 0.01% | -84.6% |
| Q4 2019 | $333,000 | – | 2,635 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |