ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,519,044 | -5.9% | 30,943 | -2.7% | 0.40% | -4.8% |
| Q2 2023 | $2,676,330 | +5.7% | 31,797 | -2.1% | 0.42% | -1.9% |
| Q1 2023 | $2,532,971 | +6.6% | 32,479 | -1.8% | 0.42% | -1.6% |
| Q4 2022 | $2,375,323 | +16.2% | 33,088 | +8.4% | 0.43% | +7.8% |
| Q3 2022 | $2,044,000 | -5.7% | 30,523 | +1.2% | 0.40% | -5.5% |
| Q2 2022 | $2,168,000 | -15.7% | 30,150 | +1.6% | 0.42% | -8.1% |
| Q1 2022 | $2,573,000 | -10.0% | 29,668 | -3.7% | 0.46% | -7.6% |
| Q4 2021 | $2,860,000 | +17.1% | 30,811 | +4.9% | 0.50% | +5.3% |
| Q3 2021 | $2,443,000 | +6.2% | 29,378 | +5.8% | 0.47% | +8.0% |
| Q2 2021 | $2,300,000 | +9.5% | 27,767 | +0.9% | 0.44% | -6.0% |
| Q1 2021 | $2,101,000 | -3.5% | 27,520 | -9.7% | 0.46% | -6.4% |
| Q4 2020 | $2,178,000 | +15.9% | 30,462 | +107.3% | 0.50% | +12.4% |
| Q3 2020 | $1,880,000 | -0.7% | 14,695 | -8.4% | 0.44% | -13.8% |
| Q2 2020 | $1,893,000 | +15.9% | 16,043 | -4.3% | 0.51% | -9.4% |
| Q1 2020 | $1,634,000 | -33.3% | 16,771 | -17.8% | 0.57% | -0.5% |
| Q4 2019 | $2,449,000 | +10.8% | 20,394 | +2.3% | 0.57% | +2.7% |
| Q3 2019 | $2,210,000 | +9.5% | 19,929 | +7.9% | 0.55% | +46.2% |
| Q2 2019 | $2,019,000 | +1.8% | 18,466 | -1.8% | 0.38% | -1.3% |
| Q1 2019 | $1,983,000 | +31.4% | 18,796 | +15.8% | 0.38% | +17.1% |
| Q4 2018 | $1,509,000 | -21.6% | 16,228 | -14.9% | 0.33% | -24.6% |
| Q3 2018 | $1,925,000 | -0.4% | 19,064 | -0.1% | 0.44% | 0.0% |
| Q2 2018 | $1,932,000 | +54.9% | 19,082 | +49.6% | 0.44% | +41.7% |
| Q1 2018 | $1,247,000 | +10.2% | 12,758 | +10.7% | 0.31% | +15.4% |
| Q4 2017 | $1,132,000 | +18.0% | 11,524 | +13.0% | 0.27% | +19.3% |
| Q3 2017 | $959,000 | -3.0% | 10,202 | -7.6% | 0.22% | -7.5% |
| Q2 2017 | $989,000 | +2.9% | 11,043 | -0.8% | 0.24% | -3.2% |
| Q1 2017 | $961,000 | +3.9% | 11,134 | 0.0% | 0.25% | -5.0% |
| Q4 2016 | $925,000 | – | 11,134 | – | 0.26% | – |
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% |