ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 381 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,216,159 | +8.0% | 21,340 | +4.9% | 0.08% | +10.7% |
| Q1 2024 | $2,051,584 | +10.3% | 20,351 | -0.4% | 0.08% | +5.6% |
| Q4 2023 | $1,860,698 | +30.4% | 20,436 | +16.6% | 0.07% | +24.6% |
| Q3 2023 | $1,426,873 | -10.8% | 17,527 | -8.9% | 0.06% | -8.1% |
| Q2 2023 | $1,600,217 | +6.9% | 19,238 | +0.2% | 0.06% | -25.3% |
| Q1 2023 | $1,497,252 | +112.0% | 19,198 | -15.2% | 0.08% | +137.1% |
| Q4 2022 | $706,088 | +26.1% | 22,626 | +8.7% | 0.04% | +20.7% |
| Q3 2022 | $560,000 | +5.3% | 20,819 | -0.3% | 0.03% | +3.6% |
| Q2 2022 | $532,000 | +54.2% | 20,889 | +153.3% | 0.03% | +64.7% |
| Q1 2022 | $345,000 | +38.0% | 8,248 | +203.8% | 0.02% | +41.7% |
| Q4 2021 | $250,000 | +19.0% | 2,715 | +7.0% | 0.01% | +9.1% |
| Q2 2021 | $210,000 | – | 2,538 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 237,094 | $19,844,749 | 13.03% |
| Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
| First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
| HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
| Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
| Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
| McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
| Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |