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 | $255,872 | -2.8% | 3,143 | +0.4% | 0.04% | 0.0% |
| Q2 2023 | $263,368 | +10.4% | 3,129 | +2.3% | 0.04% | +5.4% |
| Q1 2023 | $238,493 | +10.1% | 3,058 | +1.3% | 0.04% | +5.7% |
| Q4 2022 | $216,662 | +8.3% | 3,018 | +1.0% | 0.04% | -2.8% |
| Q3 2022 | $200,000 | -6.5% | 2,988 | +0.5% | 0.04% | -2.7% |
| Q2 2022 | $214,000 | -17.1% | 2,973 | 0.0% | 0.04% | -7.5% |
| Q1 2022 | $258,000 | -6.5% | 2,973 | 0.0% | 0.04% | -7.0% |
| Q4 2021 | $276,000 | +11.7% | 2,973 | 0.0% | 0.04% | +2.4% |
| Q3 2021 | $247,000 | +0.4% | 2,973 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $246,000 | +8.4% | 2,973 | 0.0% | 0.04% | -2.3% |
| Q1 2021 | $227,000 | – | 2,973 | – | 0.04% | – |
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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% |