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 | $1,207,066 | -7.0% | 14,827 | -3.9% | 0.32% | -4.0% |
| Q2 2023 | $1,297,986 | +8.1% | 15,421 | +0.2% | 0.33% | +5.1% |
| Q1 2023 | $1,200,188 | +4.9% | 15,389 | -3.5% | 0.31% | +0.6% |
| Q4 2022 | $1,144,404 | +7.5% | 15,941 | +0.3% | 0.31% | -4.9% |
| Q3 2022 | $1,065,000 | -6.6% | 15,897 | +0.3% | 0.33% | -5.0% |
| Q2 2022 | $1,140,000 | -16.0% | 15,855 | +1.2% | 0.34% | -10.4% |
| Q1 2022 | $1,357,000 | -6.3% | 15,668 | +0.5% | 0.38% | -12.8% |
| Q4 2021 | $1,449,000 | +11.7% | 15,589 | -0.0% | 0.44% | +0.2% |
| Q3 2021 | $1,297,000 | -0.2% | 15,593 | -0.6% | 0.44% | -2.7% |
| Q2 2021 | $1,300,000 | +8.5% | 15,692 | 0.0% | 0.45% | -0.2% |
| Q1 2021 | $1,198,000 | +6.3% | 15,692 | -0.4% | 0.45% | +1.6% |
| Q4 2020 | $1,127,000 | +11.0% | 15,750 | +98.6% | 0.44% | -9.9% |
| Q3 2020 | $1,015,000 | +3.5% | 7,929 | -4.6% | 0.49% | +0.2% |
| Q2 2020 | $981,000 | +57.2% | 8,313 | +29.7% | 0.49% | +26.5% |
| Q1 2020 | $624,000 | +96.8% | 6,410 | +143.3% | 0.39% | +166.4% |
| Q4 2019 | $317,000 | +64.2% | 2,635 | +51.5% | 0.15% | +49.0% |
| Q3 2019 | $193,000 | +34.0% | 1,739 | +31.7% | 0.10% | +30.7% |
| Q2 2019 | $144,000 | – | 1,320 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |