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 | $84 | -3.4% | 1,034 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $87 | +8.8% | 1,034 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $80 | +8.1% | 1,034 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $74 | -99.9% | 1,034 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $69,000 | -6.8% | 1,034 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $74,000 | -17.8% | 1,034 | 0.0% | 0.01% | -7.7% |
| Q1 2022 | $90,000 | -6.2% | 1,034 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $96,000 | -35.6% | 1,034 | -42.3% | 0.01% | -40.9% |
| Q3 2021 | $149,000 | +0.7% | 1,792 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $148,000 | +8.0% | 1,792 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $137,000 | -8.7% | 1,792 | -14.3% | 0.02% | -15.4% |
| Q4 2020 | $150,000 | +11.9% | 2,092 | +100.0% | 0.03% | -7.1% |
| Q3 2020 | $134,000 | +8.9% | 1,046 | 0.0% | 0.03% | +3.7% |
| Q2 2020 | $123,000 | -39.7% | 1,046 | -50.0% | 0.03% | +3.8% |
| Q1 2020 | $204,000 | – | 2,092 | – | 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% |