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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $263,000 | +8.7% | 3,039 | +16.8% | 0.06% | +17.6% |
| Q4 2021 | $242,000 | +13.1% | 2,601 | +1.4% | 0.05% | +6.2% |
| Q3 2021 | $214,000 | -10.5% | 2,566 | -11.0% | 0.05% | -11.1% |
| Q2 2021 | $239,000 | +12.7% | 2,884 | +3.9% | 0.05% | +1.9% |
| Q1 2021 | $212,000 | -2.8% | 2,777 | -9.0% | 0.05% | +32.5% |
| Q4 2020 | $218,000 | -52.2% | 3,052 | -14.4% | 0.04% | -58.3% |
| Q3 2020 | $456,000 | +10.1% | 3,566 | +1.8% | 0.10% | +6.7% |
| Q2 2020 | $414,000 | +21.1% | 3,504 | -0.3% | 0.09% | +2.3% |
| Q1 2020 | $342,000 | -17.8% | 3,515 | +1.3% | 0.09% | -1.1% |
| Q4 2019 | $416,000 | +6.9% | 3,469 | -1.2% | 0.09% | +29.0% |
| Q3 2019 | $389,000 | +281.4% | 3,510 | +250.0% | 0.07% | +200.0% |
| Q2 2019 | $102,000 | -74.4% | 1,003 | -73.4% | 0.02% | -69.7% |
| Q1 2019 | $398,000 | +11.5% | 3,773 | -1.8% | 0.08% | -1.3% |
| Q4 2018 | $357,000 | +80.3% | 3,842 | +107.3% | 0.08% | +92.5% |
| Q3 2018 | $198,000 | +96.0% | 1,853 | +84.7% | 0.04% | +81.8% |
| Q2 2018 | $101,000 | +3.1% | 1,003 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $98,000 | -1.0% | 1,003 | 0.0% | 0.02% | -4.3% |
| Q4 2017 | $99,000 | – | 1,003 | – | 0.02% | – |
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% |