ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 376 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $379,000 | -13.7% | 5,185 | -2.2% | 0.02% | -5.9% |
Q1 2022 | $439,000 | -30.1% | 5,303 | -22.9% | 0.02% | -29.2% |
Q4 2021 | $628,000 | +7.5% | 6,880 | -0.6% | 0.02% | -7.7% |
Q3 2021 | $584,000 | 0.0% | 6,924 | -0.5% | 0.03% | -7.1% |
Q2 2021 | $584,000 | +21.7% | 6,960 | +13.5% | 0.03% | 0.0% |
Q1 2021 | $480,000 | +7.1% | 6,132 | 0.0% | 0.03% | -3.4% |
Q4 2020 | $448,000 | +14.6% | 6,132 | +100.0% | 0.03% | -66.3% |
Q3 2020 | $391,000 | +6.5% | 3,066 | 0.0% | 0.09% | +168.8% |
Q2 2020 | $367,000 | +56.8% | 3,066 | +22.2% | 0.03% | +18.5% |
Q1 2020 | $234,000 | – | 2,508 | – | 0.03% | – |
Download |
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% |