ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 381 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,009,198 | +7.9% | 11,990 | 0.0% | 0.39% | -4.5% |
| Q1 2023 | $935,100 | +2.2% | 11,990 | -5.9% | 0.40% | -6.7% |
| Q4 2022 | $914,605 | +7.2% | 12,740 | 0.0% | 0.43% | -2.5% |
| Q3 2022 | $853,000 | -6.9% | 12,740 | 0.0% | 0.44% | +7.0% |
| Q2 2022 | $916,000 | -19.4% | 12,740 | -2.9% | 0.42% | -7.0% |
| Q1 2022 | $1,136,000 | -8.7% | 13,115 | -2.1% | 0.45% | +2.5% |
| Q4 2021 | $1,244,000 | +11.7% | 13,390 | 0.0% | 0.44% | -1.1% |
| Q3 2021 | $1,114,000 | +10.3% | 13,390 | +9.8% | 0.44% | +10.3% |
| Q2 2021 | $1,010,000 | +97.3% | 12,190 | +81.9% | 0.40% | +84.7% |
| Q1 2021 | $512,000 | – | 6,700 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 237,094 | $19,844,749 | 13.03% |
| Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
| First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
| HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
| Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
| Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
| McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
| Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |