ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 412 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $573,696 | -3.3% | 7,047 | 0.0% | 0.06% | -3.3% |
Q2 2023 | $593,146 | +7.6% | 7,047 | -0.3% | 0.06% | +1.7% |
Q1 2023 | $551,233 | +7.9% | 7,068 | -0.6% | 0.06% | +1.7% |
Q4 2022 | $510,642 | -8.0% | 7,113 | -14.2% | 0.06% | +11.5% |
Q3 2022 | $555,000 | -6.9% | 8,293 | 0.0% | 0.05% | -27.8% |
Q2 2022 | $596,000 | -17.0% | 8,293 | 0.0% | 0.07% | -5.3% |
Q1 2022 | $718,000 | -5.5% | 8,293 | +1.4% | 0.08% | -5.0% |
Q4 2021 | $760,000 | +8.4% | 8,177 | -3.0% | 0.08% | -1.2% |
Q3 2021 | $701,000 | +0.4% | 8,427 | 0.0% | 0.08% | +2.5% |
Q2 2021 | $698,000 | +15.9% | 8,427 | +7.0% | 0.08% | +12.9% |
Q1 2021 | $602,000 | +87.0% | 7,879 | +75.2% | 0.07% | +66.7% |
Q4 2020 | $322,000 | – | 4,497 | – | 0.04% | – |
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% |