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 | $2,486,293 | -10.7% | 30,540 | -7.6% | 0.61% | -7.8% |
| Q2 2023 | $2,783,000 | +7.2% | 33,060 | -0.7% | 0.66% | +3.1% |
| Q1 2023 | $2,597,000 | +3.3% | 33,301 | -4.9% | 0.64% | -2.0% |
| Q4 2022 | $2,513,000 | +10.7% | 35,010 | +3.3% | 0.66% | +2.0% |
| Q3 2022 | $2,270,000 | -2.9% | 33,899 | +4.3% | 0.64% | +1.4% |
| Q2 2022 | $2,337,000 | +259.5% | 32,510 | +333.4% | 0.64% | +299.4% |
| Q1 2022 | $650,000 | -0.6% | 7,502 | -5.0% | 0.16% | -13.1% |
| Q2 2021 | $654,000 | -29.4% | 7,893 | -35.0% | 0.18% | -37.3% |
| Q1 2021 | $927,000 | -11.6% | 12,137 | -17.2% | 0.29% | -19.3% |
| Q4 2020 | $1,049,000 | +23.3% | 14,659 | +120.3% | 0.36% | +9.7% |
| Q3 2020 | $851,000 | – | 6,655 | – | 0.33% | – |
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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% |