ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 376 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $514,674 | -3.4% | 6,322 | -0.1% | 0.19% | -1.6% |
Q2 2023 | $532,796 | +21.1% | 6,330 | +12.2% | 0.19% | +15.9% |
Q1 2023 | $439,864 | +7.3% | 5,640 | -1.2% | 0.16% | +1.9% |
Q4 2022 | $409,921 | +9.0% | 5,710 | +1.7% | 0.16% | +2.5% |
Q3 2022 | $376,000 | 0.0% | 5,613 | +7.3% | 0.16% | +8.3% |
Q2 2022 | $376,000 | +11.2% | 5,229 | +34.1% | 0.14% | +28.3% |
Q1 2022 | $338,000 | -0.6% | 3,899 | +6.4% | 0.11% | +2.7% |
Q4 2021 | $340,000 | +4.3% | 3,664 | -6.6% | 0.11% | 0.0% |
Q3 2021 | $326,000 | +7.6% | 3,921 | +7.2% | 0.11% | +6.8% |
Q2 2021 | $303,000 | +1.7% | 3,656 | -6.3% | 0.10% | -4.6% |
Q1 2021 | $298,000 | +8.4% | 3,903 | +1.4% | 0.11% | +3.8% |
Q4 2020 | $275,000 | +12.7% | 3,848 | +102.1% | 0.10% | -1.0% |
Q3 2020 | $244,000 | – | 1,904 | – | 0.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |