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 | $214,516 | -3.3% | 2,635 | 0.0% | 0.05% | +2.1% |
| Q2 2023 | $221,788 | +7.9% | 2,635 | 0.0% | 0.05% | +6.8% |
| Q1 2023 | $205,504 | -39.2% | 2,635 | -44.0% | 0.04% | -40.5% |
| Q2 2022 | $338,000 | -17.0% | 4,703 | 0.0% | 0.07% | -8.6% |
| Q1 2022 | $407,000 | -13.2% | 4,703 | -6.9% | 0.08% | -14.7% |
| Q4 2021 | $469,000 | +11.7% | 5,049 | 0.0% | 0.10% | +1.1% |
| Q3 2021 | $420,000 | +0.7% | 5,049 | +0.3% | 0.09% | +2.2% |
| Q2 2021 | $417,000 | +8.6% | 5,035 | 0.0% | 0.09% | +4.5% |
| Q1 2021 | $384,000 | -6.8% | 5,035 | -12.6% | 0.09% | -13.7% |
| Q4 2020 | $412,000 | +12.0% | 5,758 | +100.0% | 0.10% | -1.9% |
| Q3 2020 | $368,000 | +8.2% | 2,879 | 0.0% | 0.10% | +10.6% |
| Q2 2020 | $340,000 | +21.4% | 2,879 | 0.0% | 0.09% | +10.6% |
| Q1 2020 | $280,000 | +156.9% | 2,879 | +145.2% | 0.08% | +174.2% |
| Q4 2018 | $109,000 | 0.0% | 1,174 | +5.1% | 0.03% | -8.8% |
| Q1 2018 | $109,000 | – | 1,117 | – | 0.03% | – |
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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% |