ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 428 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $243,371 | +18.8% | 2,343 | +15.2% | 0.04% | +12.1% |
| Q1 2024 | $204,930 | +10.7% | 2,033 | 0.0% | 0.03% | -2.9% |
| Q4 2023 | $185,089 | +14.1% | 2,033 | +2.0% | 0.03% | +9.7% |
| Q3 2023 | $162,237 | -3.3% | 1,993 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $167,736 | -6.5% | 1,993 | -13.3% | 0.03% | -16.2% |
| Q1 2023 | $179,364 | +35.9% | 2,300 | +16.5% | 0.04% | +12.1% |
| Q3 2022 | $132,000 | -7.0% | 1,975 | +0.4% | 0.03% | -8.3% |
| Q2 2022 | $142,000 | -16.5% | 1,968 | +0.2% | 0.04% | -5.3% |
| Q1 2022 | $170,000 | +115.2% | 1,965 | +132.0% | 0.04% | +123.5% |
| Q4 2021 | $79,000 | +16.2% | 847 | +3.2% | 0.02% | 0.0% |
| Q3 2021 | $68,000 | +3.0% | 821 | +3.3% | 0.02% | 0.0% |
| Q2 2021 | $66,000 | +10.0% | 795 | +0.1% | 0.02% | -5.6% |
| Q1 2021 | $60,000 | – | 794 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 237,094 | $19,844,749 | 13.03% |
| Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
| First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
| HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
| Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
| Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
| McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
| Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |