ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 419 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $458 | -3.2% | 5,623 | 0.0% | 0.51% | -5.8% |
| Q2 2023 | $473 | +8.0% | 5,623 | +0.2% | 0.54% | +15.2% |
| Q1 2023 | $438 | +9.2% | 5,610 | +0.3% | 0.47% | +1.7% |
| Q4 2022 | $401 | -99.9% | 5,591 | -1.8% | 0.46% | +160.8% |
| Q3 2022 | $381,000 | -53.4% | 5,692 | -50.0% | 0.18% | -6.4% |
| Q2 2022 | $818,000 | +66.3% | 11,384 | +100.5% | 0.19% | -7.4% |
| Q1 2022 | $492,000 | -6.5% | 5,678 | +0.2% | 0.20% | -11.0% |
| Q4 2021 | $526,000 | +12.4% | 5,664 | +0.6% | 0.23% | +20.0% |
| Q3 2021 | $468,000 | +0.4% | 5,629 | 0.0% | 0.19% | +1.6% |
| Q2 2021 | $466,000 | +8.9% | 5,629 | +0.5% | 0.19% | +5.1% |
| Q1 2021 | $428,000 | +6.7% | 5,601 | 0.0% | 0.18% | +4.7% |
| Q4 2020 | $401,000 | +12.3% | 5,601 | +100.5% | 0.17% | +11.1% |
| Q3 2020 | $357,000 | – | 2,793 | – | 0.15% | – |
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% |