ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |