ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 262 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,127,401 | +30.2% | 15,704 | +21.4% | 0.10% | +20.7% |
| Q3 2022 | $866,000 | +15.3% | 12,935 | +23.9% | 0.08% | +17.1% |
| Q2 2022 | $751,000 | -12.5% | 10,439 | +5.3% | 0.07% | -5.4% |
| Q1 2022 | $858,000 | -6.0% | 9,910 | +0.8% | 0.07% | -28.2% |
| Q4 2021 | $913,000 | +17.2% | 9,830 | +5.0% | 0.10% | +33.8% |
| Q3 2021 | $779,000 | +6.7% | 9,362 | +6.2% | 0.08% | 0.0% |
| Q2 2021 | $730,000 | +8.6% | 8,815 | +0.2% | 0.08% | -1.3% |
| Q1 2021 | $672,000 | +6.3% | 8,800 | -0.4% | 0.08% | -3.7% |
| Q4 2020 | $632,000 | +15.5% | 8,839 | +106.6% | 0.08% | -2.4% |
| Q3 2020 | $547,000 | +25.2% | 4,278 | +15.6% | 0.08% | +9.2% |
| Q2 2020 | $437,000 | +66.2% | 3,700 | +37.0% | 0.08% | +28.8% |
| Q1 2020 | $263,000 | -8.7% | 2,701 | +12.7% | 0.06% | +9.3% |
| Q4 2019 | $288,000 | +13.8% | 2,396 | +4.9% | 0.05% | 0.0% |
| Q3 2019 | $253,000 | +11.9% | 2,285 | +10.5% | 0.05% | +5.9% |
| Q2 2019 | $226,000 | +31.4% | 2,067 | +27.0% | 0.05% | +6.2% |
| Q1 2019 | $172,000 | +4.2% | 1,628 | +5.4% | 0.05% | -7.7% |
| Q3 2018 | $165,000 | +5.8% | 1,545 | +0.1% | 0.05% | -5.5% |
| Q2 2018 | $156,000 | +38.1% | 1,544 | +33.4% | 0.06% | +27.9% |
| Q1 2018 | $113,000 | +15.3% | 1,157 | +15.7% | 0.04% | +13.2% |
| Q4 2017 | $98,000 | – | 1,000 | – | 0.04% | – |
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% |