ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 364 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $207,000 | -47.2% | 2,758 | -39.0% | 0.02% | -45.9% |
| Q1 2022 | $392,000 | -73.6% | 4,523 | -72.7% | 0.04% | -72.4% |
| Q4 2021 | $1,485,000 | +0.3% | 16,543 | -2.3% | 0.13% | +2.3% |
| Q3 2021 | $1,481,000 | +7.8% | 16,935 | +2.1% | 0.13% | -5.1% |
| Q2 2021 | $1,374,000 | +8.4% | 16,591 | 0.0% | 0.14% | -3.5% |
| Q1 2021 | $1,267,000 | +15.3% | 16,591 | +8.0% | 0.14% | -1.4% |
| Q4 2020 | $1,099,000 | +12.1% | 15,364 | +100.0% | 0.14% | -3.3% |
| Q3 2020 | $980,000 | +5.2% | 7,682 | 0.0% | 0.15% | -5.1% |
| Q2 2020 | $932,000 | – | 7,682 | – | 0.16% | – |
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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% |