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 | $278,313 | +1.3% | 3,419 | +4.7% | 0.05% | +4.2% |
| Q2 2023 | $274,873 | +16.1% | 3,266 | +7.6% | 0.05% | +9.1% |
| Q1 2023 | $236,659 | +16.0% | 3,034 | -0.2% | 0.04% | -52.7% |
| Q3 2022 | $204,000 | -5.6% | 3,039 | +1.0% | 0.09% | +10.7% |
| Q2 2022 | $216,000 | -15.0% | 3,010 | +2.0% | 0.08% | +5.0% |
| Q1 2022 | $254,000 | -4.5% | 2,950 | +2.4% | 0.08% | -3.6% |
| Q4 2021 | $266,000 | +13.2% | 2,880 | +1.4% | 0.08% | 0.0% |
| Q3 2021 | $235,000 | +0.9% | 2,841 | +0.8% | 0.08% | -2.4% |
| Q2 2021 | $233,000 | +9.9% | 2,818 | +1.6% | 0.08% | +1.2% |
| Q1 2021 | $212,000 | – | 2,773 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |