ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 374 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $589,091 | -9.8% | 7,236 | -6.7% | 0.05% | -12.9% |
| Q2 2023 | $652,915 | +7.9% | 7,757 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $604,937 | -4.9% | 7,757 | -12.4% | 0.06% | -16.2% |
| Q4 2022 | $636,009 | -9.5% | 8,859 | -15.6% | 0.07% | -11.9% |
| Q3 2022 | $703,000 | +121.1% | 10,494 | +137.5% | 0.08% | +115.4% |
| Q2 2022 | $318,000 | -3.0% | 4,419 | +16.7% | 0.04% | +2.6% |
| Q1 2022 | $328,000 | +160.3% | 3,787 | +148.0% | 0.04% | +90.0% |
| Q2 2021 | $126,000 | -42.5% | 1,527 | -46.9% | 0.02% | -57.4% |
| Q1 2021 | $219,000 | – | 2,874 | – | 0.05% | – |
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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% |