ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,127,691 | -4.8% | 13,852 | -1.6% | 0.13% | +3.9% |
Q2 2023 | $1,184,693 | +12.1% | 14,075 | +3.8% | 0.13% | +12.2% |
Q1 2023 | $1,057,076 | +19.6% | 13,554 | +10.1% | 0.12% | +16.2% |
Q4 2022 | $883,950 | +15.1% | 12,313 | +7.4% | 0.10% | +5.3% |
Q3 2022 | $768,000 | -6.8% | 11,465 | 0.0% | 0.09% | -1.1% |
Q2 2022 | $824,000 | -9.7% | 11,465 | +8.7% | 0.10% | +11.8% |
Q1 2022 | $913,000 | +9.6% | 10,545 | +17.7% | 0.08% | +16.4% |
Q4 2021 | $833,000 | -4.4% | 8,960 | -14.4% | 0.07% | -13.1% |
Q3 2021 | $871,000 | -0.8% | 10,470 | -1.3% | 0.08% | +12.0% |
Q2 2021 | $878,000 | +11.3% | 10,605 | +2.6% | 0.08% | +13.6% |
Q1 2021 | $789,000 | -5.3% | 10,335 | -11.2% | 0.07% | 0.0% |
Q4 2020 | $833,000 | +28.4% | 11,645 | +129.7% | 0.07% | +29.4% |
Q3 2020 | $649,000 | +16.5% | 5,070 | +7.4% | 0.05% | +34.2% |
Q2 2020 | $557,000 | +57.3% | 4,720 | +30.0% | 0.04% | -13.6% |
Q1 2020 | $354,000 | -30.0% | 3,630 | -14.0% | 0.04% | -21.4% |
Q4 2019 | $506,000 | +36.0% | 4,220 | +25.6% | 0.06% | +14.3% |
Q3 2019 | $372,000 | +3.0% | 3,360 | +1.7% | 0.05% | +4.3% |
Q2 2019 | $361,000 | +19.1% | 3,305 | +1.5% | 0.05% | 0.0% |
Q4 2018 | $303,000 | +22.2% | 3,255 | +40.0% | 0.05% | +42.4% |
Q3 2018 | $248,000 | +20.4% | 2,325 | +14.0% | 0.03% | +10.0% |
Q2 2018 | $206,000 | – | 2,040 | – | 0.03% | – |
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% |