ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 374 filers reported holding ISHARES TR in Q3 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% | – |
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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% |