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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,440,667 | -2.8% | 17,696 | +0.5% | 0.35% | -1.1% |
| Q2 2023 | $1,481,934 | +3.5% | 17,606 | -4.1% | 0.35% | -1.9% |
| Q1 2023 | $1,432,119 | +23.5% | 18,363 | +13.7% | 0.36% | +14.6% |
| Q4 2022 | $1,159,353 | +3.2% | 16,147 | -3.7% | 0.32% | -3.7% |
| Q3 2022 | $1,123,000 | -6.1% | 16,765 | +0.8% | 0.33% | -4.4% |
| Q2 2022 | $1,196,000 | -14.3% | 16,630 | +3.2% | 0.34% | -3.7% |
| Q1 2022 | $1,395,000 | -12.0% | 16,109 | -5.6% | 0.36% | -10.1% |
| Q4 2021 | $1,586,000 | +10.4% | 17,066 | -1.2% | 0.40% | +2.3% |
| Q3 2021 | $1,437,000 | +5.5% | 17,274 | +5.1% | 0.39% | +3.5% |
| Q2 2021 | $1,362,000 | +27.5% | 16,440 | +17.6% | 0.37% | +14.1% |
| Q1 2021 | $1,068,000 | +13.3% | 13,982 | +6.0% | 0.33% | +8.6% |
| Q4 2020 | $943,000 | -2.5% | 13,188 | +74.6% | 0.30% | -10.1% |
| Q3 2020 | $967,000 | -2.2% | 7,554 | -9.8% | 0.34% | -7.7% |
| Q2 2020 | $989,000 | +34.0% | 8,378 | +10.6% | 0.36% | +17.5% |
| Q1 2020 | $738,000 | +119.0% | 7,573 | +169.7% | 0.31% | +149.2% |
| Q4 2019 | $337,000 | +9.1% | 2,808 | +0.8% | 0.12% | 0.0% |
| Q3 2019 | $309,000 | +1.3% | 2,785 | 0.0% | 0.12% | -2.4% |
| Q2 2019 | $305,000 | – | 2,785 | – | 0.13% | – |
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% |