ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |