ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 376 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $265,610 | +4.6% | 3,700 | -2.4% | 0.13% | -4.5% |
| Q3 2022 | $254,000 | -7.6% | 3,792 | -0.8% | 0.13% | -5.0% |
| Q2 2022 | $275,000 | -34.4% | 3,821 | -21.1% | 0.14% | -17.8% |
| Q1 2022 | $419,000 | -43.5% | 4,841 | -41.8% | 0.17% | -60.0% |
| Q4 2021 | $742,000 | +15.0% | 8,321 | +7.4% | 0.42% | +50.7% |
| Q3 2021 | $645,000 | -3.7% | 7,751 | -4.1% | 0.28% | -4.1% |
| Q2 2021 | $670,000 | -6.7% | 8,084 | -14.0% | 0.29% | -14.1% |
| Q1 2021 | $718,000 | -67.9% | 9,403 | -69.9% | 0.34% | -69.1% |
| Q4 2020 | $2,234,000 | +17.8% | 31,222 | +110.5% | 1.10% | +4.1% |
| Q3 2020 | $1,897,000 | +10.9% | 14,830 | +2.4% | 1.06% | +2.7% |
| Q2 2020 | $1,710,000 | +24.3% | 14,489 | +2.5% | 1.03% | -0.7% |
| Q1 2020 | $1,376,000 | -18.5% | 14,130 | +0.5% | 1.04% | +2.1% |
| Q4 2019 | $1,689,000 | +9.9% | 14,062 | +1.5% | 1.02% | -4.4% |
| Q3 2019 | $1,537,000 | +1.6% | 13,855 | +0.1% | 1.06% | -0.1% |
| Q2 2019 | $1,513,000 | +19.5% | 13,835 | +15.3% | 1.06% | +11.5% |
| Q1 2019 | $1,266,000 | +23.0% | 12,004 | +8.5% | 0.96% | +4.8% |
| Q4 2018 | $1,029,000 | – | 11,065 | – | 0.91% | – |
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% |