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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,016 | -3.3% | 295 | 0.0% | 0.03% | -17.6% |
| Q2 2023 | $24,830 | +7.9% | 295 | 0.0% | 0.03% | -2.9% |
| Q1 2023 | $23,007 | +17.0% | 295 | +7.7% | 0.04% | +9.4% |
| Q4 2022 | $19,670 | +9.3% | 274 | 0.0% | 0.03% | -11.1% |
| Q3 2022 | $18,000 | -10.0% | 274 | 0.0% | 0.04% | -2.7% |
| Q2 2022 | $20,000 | -16.7% | 274 | 0.0% | 0.04% | +2.8% |
| Q1 2022 | $24,000 | -4.0% | 274 | 0.0% | 0.04% | +2.9% |
| Q4 2021 | $25,000 | 0.0% | 274 | -9.0% | 0.04% | -5.4% |
| Q3 2021 | $25,000 | 0.0% | 301 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $25,000 | +8.7% | 301 | -1.0% | 0.04% | +5.7% |
| Q1 2021 | $23,000 | +4.5% | 304 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $22,000 | +15.8% | 304 | +100.0% | 0.04% | -47.0% |
| Q3 2020 | $19,000 | +5.6% | 152 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $18,000 | +20.0% | 152 | 0.0% | 0.07% | +10.0% |
| Q1 2020 | $15,000 | -25.0% | 152 | -10.1% | 0.06% | -1.6% |
| Q4 2019 | $20,000 | +5.3% | 169 | 0.0% | 0.06% | -1.6% |
| Q3 2019 | $19,000 | +18.8% | 169 | +12.7% | 0.06% | +37.8% |
| Q2 2019 | $16,000 | – | 150 | – | 0.04% | – |
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% |