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 | $630,492 | +160.7% | 7,745 | +169.6% | 0.02% | +177.8% |
| Q2 2023 | $241,812 | -39.2% | 2,873 | -48.1% | 0.01% | -50.0% |
| Q4 2022 | $397,717 | -13.9% | 5,540 | -19.7% | 0.02% | -25.0% |
| Q3 2022 | $462,000 | -15.7% | 6,901 | -9.5% | 0.02% | -33.3% |
| Q2 2022 | $548,000 | -32.5% | 7,626 | -12.7% | 0.04% | -16.3% |
| Q4 2021 | $812,000 | +11.1% | 8,734 | -0.6% | 0.04% | 0.0% |
| Q3 2021 | $731,000 | -2.1% | 8,788 | -2.6% | 0.04% | -2.3% |
| Q2 2021 | $747,000 | +7.0% | 9,023 | -1.4% | 0.04% | -8.3% |
| Q1 2021 | $698,000 | +16.5% | 9,147 | +9.3% | 0.05% | +9.1% |
| Q4 2020 | $599,000 | +11.8% | 8,366 | +99.6% | 0.04% | -4.3% |
| Q3 2020 | $536,000 | +7.4% | 4,191 | -0.9% | 0.05% | -6.1% |
| Q2 2020 | $499,000 | – | 4,230 | – | 0.05% | – |
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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% |