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 | $69,606 | -4.5% | 855 | -1.3% | 0.01% | -12.5% |
| Q2 2023 | $72,891 | +7.9% | 866 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $67,539 | -17.1% | 866 | -23.7% | 0.01% | -33.3% |
| Q4 2022 | $81,482 | -71.2% | 1,135 | -73.1% | 0.01% | -81.5% |
| Q3 2022 | $283,000 | -10.2% | 4,221 | -3.5% | 0.06% | -19.8% |
| Q2 2022 | $315,000 | +4.0% | 4,376 | +24.9% | 0.08% | +5.2% |
| Q1 2022 | $303,000 | +66.5% | 3,504 | +78.7% | 0.08% | +51.0% |
| Q4 2021 | $182,000 | – | 1,961 | – | 0.05% | – |
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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% |