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 2023 | $36,663,489 | +7.3% | 450,238 | +10.9% | 0.05% | -11.5% |
| Q2 2023 | $34,157,202 | +8.2% | 405,855 | +0.3% | 0.06% | +3.4% |
| Q1 2023 | $31,567,724 | -3.7% | 404,810 | -11.3% | 0.06% | -10.6% |
| Q4 2022 | $32,773,183 | +3.8% | 456,410 | -3.2% | 0.07% | -8.3% |
| Q3 2022 | $31,585,000 | -4.4% | 471,545 | +2.7% | 0.07% | -1.4% |
| Q2 2022 | $33,025,000 | +38.8% | 459,066 | +57.5% | 0.07% | +58.7% |
| Q1 2022 | $23,797,000 | +17.3% | 291,563 | +33.6% | 0.05% | +21.1% |
| Q4 2021 | $20,285,000 | +26.2% | 218,244 | +13.1% | 0.04% | +15.2% |
| Q3 2021 | $16,074,000 | -12.8% | 193,029 | -13.4% | 0.03% | -17.5% |
| Q2 2021 | $18,441,000 | +8.3% | 222,895 | -0.1% | 0.04% | -2.4% |
| Q1 2021 | $17,034,000 | -6.6% | 223,033 | -12.5% | 0.04% | -16.3% |
| Q4 2020 | $18,245,000 | +38.5% | 255,021 | +147.7% | 0.05% | +25.6% |
| Q3 2020 | $13,174,000 | +40.0% | 102,947 | +29.2% | 0.04% | +21.9% |
| Q2 2020 | $9,408,000 | +73.8% | 79,711 | -85.6% | 0.03% | +45.5% |
| Q1 2020 | $5,414,000 | – | 554,135 | – | 0.02% | – |
Download | ||||||
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% |