ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 412 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,474 | -3.1% | 5,391 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $453,760 | +22.3% | 5,391 | -2.6% | 0.01% | +8.3% |
| Q3 2022 | $371,000 | -6.8% | 5,535 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $398,000 | -17.8% | 5,535 | -0.9% | 0.01% | -7.1% |
| Q1 2022 | $484,000 | -6.7% | 5,586 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $519,000 | +10.4% | 5,586 | 0.0% | 0.02% | +6.7% |
| Q3 2021 | $470,000 | -20.2% | 5,586 | -21.4% | 0.02% | -21.1% |
| Q2 2021 | $589,000 | +8.5% | 7,108 | 0.0% | 0.02% | +5.6% |
| Q1 2021 | $543,000 | +6.7% | 7,108 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $509,000 | -38.8% | 7,108 | +9.3% | 0.02% | -45.5% |
| Q3 2020 | $832,000 | +8.1% | 6,504 | -0.4% | 0.03% | +3.1% |
| Q2 2020 | $770,000 | +40.3% | 6,527 | +16.2% | 0.03% | +14.3% |
| Q1 2018 | $549,000 | +98.2% | 5,616 | +98.9% | 0.03% | +100.0% |
| Q4 2017 | $277,000 | +5.7% | 2,823 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $262,000 | +10.5% | 2,823 | +6.2% | 0.01% | 0.0% |
| Q2 2017 | $237,000 | -0.4% | 2,657 | -3.2% | 0.01% | 0.0% |
| Q1 2017 | $238,000 | +7.7% | 2,746 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $221,000 | +10.0% | 2,746 | +5.8% | 0.01% | +7.7% |
| Q2 2016 | $201,000 | – | 2,596 | – | 0.01% | – |
Download | ||||||
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% |