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 | $1,141,696 | -10.2% | 14,024 | -7.2% | 0.01% | -12.5% |
| Q2 2023 | $1,271,377 | +14.2% | 15,105 | +5.8% | 0.01% | +14.3% |
| Q1 2023 | $1,113,470 | -13.5% | 14,277 | -20.4% | 0.01% | -22.2% |
| Q4 2022 | $1,287,578 | -0.5% | 17,935 | -7.2% | 0.01% | -10.0% |
| Q3 2022 | $1,294,000 | -6.4% | 19,324 | +0.6% | 0.01% | -9.1% |
| Q2 2022 | $1,382,000 | +93.6% | 19,215 | +133.1% | 0.01% | +120.0% |
| Q1 2022 | $714,000 | +24.2% | 8,242 | +33.2% | 0.01% | +25.0% |
| Q4 2021 | $575,000 | +69.6% | 6,189 | +51.8% | 0.00% | +33.3% |
| Q3 2021 | $339,000 | +20.2% | 4,076 | +19.8% | 0.00% | +50.0% |
| Q2 2021 | $282,000 | -84.0% | 3,401 | -76.8% | 0.00% | -94.7% |
| Q4 2019 | $1,758,000 | +10.5% | 14,633 | +2.0% | 0.04% | -17.4% |
| Q3 2019 | $1,591,000 | – | 14,348 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
| Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
| HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
| Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
| First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
| Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
| McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
| Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
| Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |