ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 380 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $937,771 | +0.3% | 12,910 | -0.8% | 0.10% | 0.0% |
| Q4 2022 | $934,574 | +7.4% | 13,018 | +0.1% | 0.10% | -1.0% |
| Q3 2022 | $870,000 | -7.0% | 13,002 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $935,000 | -40.0% | 13,002 | -27.7% | 0.10% | -31.1% |
| Q1 2022 | $1,558,000 | -7.5% | 17,986 | -0.8% | 0.15% | -2.6% |
| Q4 2021 | $1,685,000 | +11.7% | 18,131 | 0.0% | 0.15% | +4.1% |
| Q3 2021 | $1,508,000 | +0.4% | 18,131 | 0.0% | 0.15% | +1.4% |
| Q2 2021 | $1,502,000 | +7.7% | 18,131 | -0.8% | 0.14% | +37.1% |
| Q1 2021 | $1,395,000 | +5.9% | 18,270 | -0.7% | 0.10% | -31.8% |
| Q4 2020 | $1,317,000 | – | 18,407 | – | 0.15% | – |
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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% |