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 | $1,002,157 | -1.0% | 12,310 | +2.4% | 0.27% | +1.5% |
| Q2 2023 | $1,011,976 | +17.3% | 12,023 | +8.7% | 0.27% | +6.8% |
| Q1 2023 | $862,413 | -7.4% | 11,058 | -14.7% | 0.25% | -12.9% |
| Q4 2022 | $931,116 | +62.2% | 12,970 | +51.1% | 0.29% | +46.4% |
| Q3 2022 | $574,000 | -11.3% | 8,583 | -4.7% | 0.20% | -8.8% |
| Q2 2022 | $647,000 | +1.3% | 9,005 | +22.1% | 0.22% | +20.8% |
| Q1 2022 | $639,000 | -39.5% | 7,378 | -35.1% | 0.18% | -34.6% |
| Q4 2021 | $1,056,000 | +109.5% | 11,373 | +87.8% | 0.27% | +97.1% |
| Q3 2021 | $504,000 | +7.0% | 6,057 | +6.4% | 0.14% | +3.8% |
| Q2 2021 | $471,000 | +43.2% | 5,693 | +31.9% | 0.13% | +31.7% |
| Q1 2021 | $329,000 | +46.9% | 4,316 | +37.4% | 0.10% | +42.3% |
| Q4 2020 | $224,000 | -1.8% | 3,142 | +65.0% | 0.07% | -18.4% |
| Q4 2019 | $228,000 | – | 1,904 | – | 0.09% | – |
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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% |