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 | $469,109 | -3.8% | 5,762 | -0.5% | 0.04% | -2.5% |
| Q2 2023 | $487,620 | +8.1% | 5,793 | +0.2% | 0.04% | -4.8% |
| Q1 2023 | $451,114 | +14.1% | 5,784 | +5.0% | 0.04% | +2.4% |
| Q4 2022 | $395,319 | +7.4% | 5,507 | +0.3% | 0.04% | -4.7% |
| Q3 2022 | $368,000 | -6.6% | 5,492 | +0.3% | 0.04% | -2.3% |
| Q2 2022 | $394,000 | -18.9% | 5,475 | -2.5% | 0.04% | -6.4% |
| Q1 2022 | $486,000 | -3.4% | 5,613 | +3.7% | 0.05% | -2.1% |
| Q4 2021 | $503,000 | +370.1% | 5,412 | +546.6% | 0.05% | +242.9% |
| Q3 2020 | $107,000 | +9.2% | 837 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $98,000 | +19.5% | 837 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $82,000 | -80.8% | 837 | -76.4% | 0.02% | -78.7% |
| Q4 2019 | $427,000 | +53.6% | 3,552 | +41.6% | 0.08% | +38.9% |
| Q3 2019 | $278,000 | -18.2% | 2,508 | -19.4% | 0.05% | -23.9% |
| Q2 2019 | $340,000 | -5.8% | 3,111 | -9.2% | 0.07% | -4.1% |
| Q1 2019 | $361,000 | +20.3% | 3,425 | +6.2% | 0.07% | +1.4% |
| Q4 2018 | $300,000 | +70.5% | 3,226 | +96.2% | 0.07% | +121.2% |
| Q3 2018 | $176,000 | +11.4% | 1,644 | +5.0% | 0.03% | +3.1% |
| Q2 2018 | $158,000 | – | 1,566 | – | 0.03% | – |
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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% |