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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $594,765 | +9.8% | 7,626 | +1.1% | 0.33% | +15.6% |
Q4 2022 | $541,739 | +6.0% | 7,546 | -1.2% | 0.29% | +14.7% |
Q3 2022 | $511,000 | -6.9% | 7,634 | 0.0% | 0.25% | +17.3% |
Q2 2022 | $549,000 | -58.4% | 7,634 | -49.9% | 0.21% | -57.2% |
Q1 2022 | $1,320,000 | -4.4% | 15,244 | +2.6% | 0.50% | -10.4% |
Q4 2021 | $1,381,000 | +28.3% | 14,860 | +14.9% | 0.56% | +14.6% |
Q3 2021 | $1,076,000 | +1.4% | 12,935 | +1.0% | 0.49% | -4.9% |
Q2 2021 | $1,061,000 | +19.2% | 12,810 | +9.9% | 0.51% | -0.8% |
Q1 2021 | $890,000 | +6.7% | 11,654 | 0.0% | 0.52% | -2.3% |
Q4 2020 | $834,000 | – | 11,654 | – | 0.53% | – |
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% |