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 | $242,727 | -2.9% | 2,970 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $249,985 | +7.9% | 2,970 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $231,630 | +8.6% | 2,970 | 0.0% | 0.02% | -10.5% |
| Q4 2022 | $213,216 | +1.1% | 2,970 | -5.7% | 0.02% | +5.6% |
| Q3 2022 | $211,000 | -6.6% | 3,150 | 0.0% | 0.02% | -5.3% |
| Q2 2022 | $226,000 | -17.2% | 3,150 | 0.0% | 0.02% | -9.5% |
| Q1 2022 | $273,000 | -0.7% | 3,150 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $275,000 | +5.0% | 3,150 | 0.0% | 0.02% | -4.5% |
| Q3 2021 | $262,000 | +0.4% | 3,150 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $261,000 | -10.9% | 3,150 | -19.8% | 0.02% | -18.5% |
| Q1 2021 | $293,000 | +4.3% | 3,930 | 0.0% | 0.03% | +8.0% |
| Q4 2020 | $281,000 | +12.0% | 3,930 | +100.0% | 0.02% | +8.7% |
| Q3 2020 | $251,000 | -6.0% | 1,965 | -13.1% | 0.02% | -30.3% |
| Q2 2020 | $267,000 | – | 2,260 | – | 0.03% | – |
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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% |