ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
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% |