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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,088,370 | -3.3% | 13,369 | 0.0% | 0.30% | +1.3% |
| Q2 2023 | $1,125,269 | +25.1% | 13,369 | +15.9% | 0.30% | +14.9% |
| Q1 2023 | $899,537 | +3.1% | 11,534 | -5.1% | 0.26% | -5.4% |
| Q4 2022 | $872,392 | +4.2% | 12,152 | -1.4% | 0.28% | -7.7% |
| Q3 2022 | $837,000 | -5.5% | 12,324 | 0.0% | 0.30% | -5.1% |
| Q2 2022 | $886,000 | -1.0% | 12,324 | +19.2% | 0.32% | +27.9% |
| Q1 2022 | $895,000 | -99.8% | 10,335 | +91.9% | 0.25% | +84.3% |
| Q4 2021 | $500,000,000 | +142.7% | 5,385 | +117.1% | 0.13% | +94.2% |
| Q3 2021 | $206,000,000 | +0.5% | 2,480 | 0.0% | 0.07% | -1.4% |
| Q2 2021 | $205,000,000 | – | 2,480 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
| Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
| HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
| Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
| First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
| Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
| McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
| Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
| Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |