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 | $815,781 | -5.8% | 10,021 | -2.6% | 0.13% | -0.8% |
Q2 2023 | $866,164 | +2.2% | 10,291 | -5.3% | 0.13% | -5.1% |
Q1 2023 | $847,579 | +25.9% | 10,868 | +15.9% | 0.14% | +14.2% |
Q4 2022 | $673,390 | -5.0% | 9,380 | -11.4% | 0.12% | -14.3% |
Q3 2022 | $709,000 | -45.3% | 10,584 | -41.2% | 0.14% | -43.8% |
Q2 2022 | $1,295,000 | +75.2% | 18,006 | +110.9% | 0.25% | +64.9% |
Q1 2022 | $739,000 | +136.9% | 8,536 | +154.6% | 0.15% | +139.7% |
Q4 2021 | $312,000 | -33.0% | 3,353 | -40.4% | 0.06% | -42.7% |
Q2 2021 | $466,000 | – | 5,624 | – | 0.11% | – |
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% |