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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $249,000 | -16.7% | 2,961 | -11.0% | 0.19% | -8.7% |
| Q4 2021 | $299,000 | +5.3% | 3,328 | 0.0% | 0.21% | -0.5% |
| Q3 2021 | $284,000 | +1.4% | 3,328 | 0.0% | 0.21% | +7.7% |
| Q2 2021 | $280,000 | -45.5% | 3,328 | -50.0% | 0.19% | +2.6% |
| Q1 2021 | $514,000 | +113.3% | 6,656 | +100.0% | 0.19% | +1.6% |
| Q4 2020 | $241,000 | +11.6% | 3,328 | +100.0% | 0.19% | +1.6% |
| Q3 2020 | $216,000 | +222.4% | 1,664 | +140.1% | 0.18% | +200.0% |
| Q3 2018 | $67,000 | – | 693 | – | 0.06% | – |
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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% |