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 | $2,011,817 | -17.0% | 24,712 | -14.2% | 0.19% | -12.0% |
| Q2 2023 | $2,423,483 | +16.7% | 28,793 | +8.2% | 0.22% | +5.9% |
| Q1 2023 | $2,076,296 | +24.7% | 26,623 | +7.1% | 0.20% | +10.3% |
| Q3 2022 | $1,665,000 | -10.1% | 24,869 | -3.5% | 0.18% | -9.8% |
| Q2 2022 | $1,853,000 | -16.9% | 25,776 | +0.1% | 0.20% | -5.5% |
| Q1 2022 | $2,230,000 | -0.9% | 25,742 | +6.5% | 0.22% | +1.4% |
| Q4 2021 | $2,250,000 | +21.2% | 24,177 | +8.4% | 0.21% | +8.1% |
| Q3 2021 | $1,857,000 | +5.8% | 22,312 | +5.3% | 0.20% | +7.0% |
| Q2 2021 | $1,755,000 | +38.4% | 21,182 | +27.5% | 0.18% | +23.3% |
| Q1 2021 | $1,268,000 | +12.2% | 16,608 | +5.2% | 0.15% | +5.6% |
| Q4 2020 | $1,130,000 | +12.7% | 15,791 | +101.5% | 0.14% | -4.7% |
| Q3 2020 | $1,003,000 | -1.2% | 7,838 | -8.9% | 0.15% | -9.1% |
| Q2 2020 | $1,015,000 | +19.6% | 8,602 | -1.3% | 0.16% | 0.0% |
| Q1 2020 | $849,000 | +88.2% | 8,714 | +132.1% | 0.16% | +124.7% |
| Q4 2019 | $451,000 | -44.6% | 3,755 | -48.9% | 0.07% | -49.3% |
| Q3 2019 | $814,000 | +10.1% | 7,342 | +8.7% | 0.14% | +8.3% |
| Q2 2019 | $739,000 | -59.3% | 6,754 | +10.7% | 0.13% | -39.8% |
| Q1 2019 | $1,816,000 | +211.0% | 6,102 | -3.2% | 0.22% | +76.8% |
| Q4 2018 | $584,000 | -88.7% | 6,306 | -98.7% | 0.12% | +92.3% |
| Q3 2018 | $5,178,000 | -16.6% | 486,422 | -22.7% | 0.06% | -7.1% |
| Q2 2018 | $6,211,000 | +1015.1% | 629,108 | +10657.7% | 0.07% | -34.0% |
| Q1 2018 | $557,000 | +30.8% | 5,848 | +38.5% | 0.11% | +32.5% |
| Q4 2017 | $426,000 | -13.1% | 4,221 | -18.5% | 0.08% | -21.6% |
| Q3 2017 | $490,000 | +6.1% | 5,178 | +0.5% | 0.10% | -1.9% |
| Q2 2017 | $462,000 | +13.5% | 5,154 | +9.7% | 0.10% | +3.0% |
| Q1 2017 | $407,000 | +37.5% | 4,699 | +31.7% | 0.10% | +6.3% |
| Q4 2016 | $296,000 | +8.0% | 3,569 | +3.6% | 0.10% | -5.9% |
| Q3 2016 | $274,000 | +12.3% | 3,444 | +8.7% | 0.10% | -45.4% |
| Q1 2016 | $244,000 | – | 3,169 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Laurel Wealth Planning LLC | 108,700 | $7,776,000 | 7.58% |
| C-J Advisory, Inc. | 100,921 | $7,219,000 | 4.50% |
| Cribstone Capital Management, LLC | 54,588 | $3,905,000 | 2.68% |
| McClarren Financial Advisors, Inc. | 29,869 | $2,136,000 | 2.05% |
| Financial Insights, Inc. | 34,939 | $2,500,000 | 1.94% |
| Columbia Trust Co 01012016 | 36,655 | $2,622,000 | 1.82% |
| Asset Allocation & Management Company, LLC | 37,776 | $2,702,000 | 1.74% |
| SOA Wealth Advisors, LLC. | 83,409 | $6,254,000 | 1.70% |
| BigSur Wealth Management LLC | 40,000 | $2,862,000 | 1.62% |
| Trellis Advisors, LLC | 31,618 | $2,262,000 | 1.36% |