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 | $3,630,614 | +98210.7% | 44,425 | +1.2% | 0.54% | +0.7% |
| Q2 2023 | $3,693 | +23.6% | 43,881 | +12.9% | 0.53% | +9.2% |
| Q1 2023 | $2,989 | +21.6% | 38,868 | +13.5% | 0.49% | -6.3% |
| Q4 2022 | $2,459 | -99.9% | 34,256 | +21.0% | 0.52% | +18.4% |
| Q3 2022 | $1,895,000 | +0.3% | 28,300 | +7.6% | 0.44% | +4.8% |
| Q2 2022 | $1,890,000 | -2.2% | 26,290 | +17.8% | 0.42% | +14.4% |
| Q1 2022 | $1,933,000 | +51.4% | 22,311 | +62.4% | 0.37% | +66.5% |
| Q4 2021 | $1,277,000 | +321.5% | 13,740 | +277.9% | 0.22% | +281.0% |
| Q3 2021 | $303,000 | – | 3,636 | – | 0.06% | – |
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% |