ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 374 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,937,523 | -9.7% | 97,501 | -5.4% | 2.48% | -7.9% |
| Q2 2023 | $8,793,746 | +3.3% | 103,032 | -5.2% | 2.70% | +8.2% |
| Q1 2023 | $8,511,871 | +8.6% | 108,639 | -0.5% | 2.49% | +0.2% |
| Q4 2022 | $7,835,199 | +8.4% | 109,141 | +1.2% | 2.49% | -0.6% |
| Q3 2022 | $7,225,000 | -1.7% | 107,889 | +5.5% | 2.50% | -0.4% |
| Q2 2022 | $7,352,000 | -17.0% | 102,253 | -0.0% | 2.51% | -10.9% |
| Q1 2022 | $8,859,000 | -6.9% | 102,278 | -0.2% | 2.82% | -14.4% |
| Q4 2021 | $9,519,000 | +38.3% | 102,443 | +23.8% | 3.29% | +23.3% |
| Q3 2021 | $6,885,000 | +12.1% | 82,737 | +11.6% | 2.67% | +1.7% |
| Q2 2021 | $6,143,000 | +42.3% | 74,170 | +31.2% | 2.63% | +41.3% |
| Q1 2021 | $4,318,000 | +134.9% | 56,542 | +120.0% | 1.86% | +102.3% |
| Q4 2020 | $1,838,000 | +230.0% | 25,697 | +411.8% | 0.92% | +161.8% |
| Q3 2019 | $557,000 | +30.1% | 5,021 | +28.2% | 0.35% | +31.0% |
| Q2 2019 | $428,000 | +13.8% | 3,916 | +9.9% | 0.27% | +6.3% |
| Q1 2019 | $376,000 | +13.6% | 3,564 | 0.0% | 0.25% | -0.4% |
| Q4 2018 | $331,000 | +40.9% | 3,564 | +61.6% | 0.25% | +63.2% |
| Q3 2018 | $235,000 | +1075.0% | 2,205 | +1013.6% | 0.16% | +1007.1% |
| Q2 2018 | $20,000 | – | 198 | – | 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% |