ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $152,807 | +4.4% | 1,877 | 0.0% | 0.05% | +6.4% |
| Q2 2023 | $146,387 | 0.0% | 1,877 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $146,387 | +108334.8% | 1,877 | 0.0% | 0.05% | +4.4% |
| Q4 2022 | $135 | -99.9% | 1,877 | 0.0% | 0.04% | +2.3% |
| Q3 2022 | $126,000 | -6.7% | 1,877 | 0.0% | 0.04% | -57.3% |
| Q2 2022 | $135,000 | -17.2% | 1,877 | 0.0% | 0.10% | -2.8% |
| Q1 2022 | $163,000 | -6.3% | 1,877 | 0.0% | 0.11% | +2.9% |
| Q4 2021 | $174,000 | +11.5% | 1,877 | 0.0% | 0.10% | +4.0% |
| Q3 2021 | $156,000 | +0.6% | 1,877 | 0.0% | 0.10% | -2.0% |
| Q2 2021 | $155,000 | +14.0% | 1,877 | -1.6% | 0.10% | +24.7% |
| Q4 2020 | $136,000 | +37.4% | 1,908 | +147.2% | 0.08% | +2.5% |
| Q3 2020 | $99,000 | +8.8% | 772 | 0.0% | 0.08% | +2.6% |
| Q2 2020 | $91,000 | +21.3% | 772 | 0.0% | 0.08% | +13.2% |
| Q1 2020 | $75,000 | -19.4% | 772 | 0.0% | 0.07% | 0.0% |
| Q4 2019 | $93,000 | +8.1% | 772 | 0.0% | 0.07% | +1.5% |
| Q3 2019 | $86,000 | +2.4% | 772 | 0.0% | 0.07% | 0.0% |
| Q2 2019 | $84,000 | +2.4% | 772 | 0.0% | 0.07% | -1.5% |
| Q1 2019 | $82,000 | -99.9% | 772 | -52.6% | 0.07% | -2.9% |
| Q4 2018 | $75,778,000 | +79666.3% | 1,628 | +84.0% | 0.07% | -4.1% |
| Q3 2018 | $95,000 | +46.2% | 885 | +36.6% | 0.07% | +25.9% |
| Q2 2018 | $65,000 | +20.4% | 648 | +18.5% | 0.06% | +56.8% |
| Q4 2017 | $54,000 | +157.1% | 547 | +137.8% | 0.04% | +131.2% |
| Q3 2017 | $21,000 | +250.0% | 230 | +253.8% | 0.02% | +220.0% |
| Q2 2017 | $6,000 | – | 65 | – | 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% |