ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $305 | +24.5% | 3,752 | +19.2% | 0.18% | -7.1% |
Q1 2023 | $245 | -17.5% | 3,147 | -23.9% | 0.20% | -5.3% |
Q4 2022 | $297 | -99.9% | 4,137 | -0.2% | 0.21% | -15.1% |
Q3 2022 | $278,000 | -24.7% | 4,147 | -19.3% | 0.24% | -5.0% |
Q2 2022 | $369,000 | -17.1% | 5,137 | 0.0% | 0.26% | -15.4% |
Q1 2022 | $445,000 | +15.6% | 5,137 | +23.9% | 0.30% | +18.7% |
Q4 2021 | $385,000 | +191.7% | 4,147 | +140.0% | 0.26% | +152.0% |
Q1 2021 | $132,000 | – | 1,728 | – | 0.10% | – |
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% |