ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 423 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $140,309 | -3.7% | 1,723 | -0.4% | 0.11% | -2.6% |
| Q2 2023 | $145,626 | +3.7% | 1,730 | -3.9% | 0.12% | 0.0% |
| Q1 2023 | $140,478 | +5.6% | 1,801 | -2.8% | 0.12% | -3.3% |
| Q4 2022 | $133,000 | +4.7% | 1,852 | -2.2% | 0.12% | -4.0% |
| Q3 2022 | $127,000 | -5.9% | 1,893 | +0.9% | 0.12% | -1.6% |
| Q2 2022 | $135,000 | -15.1% | 1,876 | +2.5% | 0.13% | -9.9% |
| Q1 2022 | $159,000 | -4.2% | 1,831 | +2.4% | 0.14% | +5.2% |
| Q4 2021 | $166,000 | +7.8% | 1,788 | -3.6% | 0.13% | 0.0% |
| Q3 2021 | $154,000 | -4.9% | 1,854 | -5.0% | 0.13% | -8.2% |
| Q2 2021 | $162,000 | +6.6% | 1,951 | -1.7% | 0.15% | -0.7% |
| Q1 2021 | $152,000 | – | 1,985 | – | 0.15% | – |
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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% |