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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $664,574 | +11.8% | 7,299 | 0.0% | 0.57% | +2.1% |
| Q3 2023 | $594,212 | -3.5% | 7,299 | -0.2% | 0.56% | +1.1% |
| Q2 2023 | $615,704 | +7.9% | 7,315 | 0.0% | 0.55% | +4.5% |
| Q1 2023 | $570,497 | +8.6% | 7,315 | 0.0% | 0.53% | +2.7% |
| Q4 2022 | $525,144 | +7.2% | 7,315 | 0.0% | 0.52% | +2.4% |
| Q3 2022 | $490,000 | +15.0% | 7,315 | +23.6% | 0.50% | +21.5% |
| Q2 2022 | $426,000 | -17.0% | 5,918 | 0.0% | 0.41% | -8.6% |
| Q1 2022 | $513,000 | -6.7% | 5,918 | 0.0% | 0.45% | -0.9% |
| Q4 2021 | $550,000 | +11.8% | 5,918 | 0.0% | 0.46% | +3.9% |
| Q3 2021 | $492,000 | +1.0% | 5,918 | +0.6% | 0.44% | -0.5% |
| Q2 2021 | $487,000 | -5.6% | 5,882 | -12.9% | 0.44% | -3.3% |
| Q1 2021 | $516,000 | +6.8% | 6,751 | 0.0% | 0.46% | +4.1% |
| Q4 2020 | $483,000 | +78.9% | 6,751 | +219.6% | 0.44% | +59.1% |
| Q3 2020 | $270,000 | +8.4% | 2,112 | 0.0% | 0.28% | +3.8% |
| Q2 2020 | $249,000 | +20.9% | 2,112 | 0.0% | 0.27% | -5.0% |
| Q1 2020 | $206,000 | -18.9% | 2,112 | 0.0% | 0.28% | +14.3% |
| Q4 2019 | $254,000 | +8.5% | 2,112 | 0.0% | 0.24% | +6.5% |
| Q3 2019 | $234,000 | +1.3% | 2,112 | 0.0% | 0.23% | +1.3% |
| Q2 2019 | $231,000 | +3.6% | 2,112 | 0.0% | 0.23% | -0.4% |
| Q1 2019 | $223,000 | – | 2,112 | – | 0.23% | – |
Download | ||||||
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% |