ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 364 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $655,513 | -2.2% | 8,052 | +1.1% | 0.33% | +3.5% |
| Q2 2023 | $670,246 | +4.5% | 7,963 | -3.2% | 0.32% | -5.1% |
| Q1 2023 | $641,546 | +13.6% | 8,226 | +4.6% | 0.34% | +10.9% |
| Q4 2022 | $564,628 | +4.6% | 7,865 | -2.4% | 0.30% | -5.9% |
| Q3 2022 | $540,000 | -2.9% | 8,056 | +4.2% | 0.32% | -0.6% |
| Q2 2022 | $556,000 | -19.3% | 7,728 | -2.8% | 0.32% | -0.3% |
| Q1 2022 | $689,000 | +2.5% | 7,950 | +9.9% | 0.32% | -4.1% |
| Q4 2021 | $672,000 | +11.8% | 7,231 | +0.2% | 0.34% | +5.6% |
| Q3 2021 | $601,000 | +7.1% | 7,219 | +6.6% | 0.32% | +7.0% |
| Q2 2021 | $561,000 | +7.1% | 6,772 | -1.4% | 0.30% | -1.6% |
| Q1 2021 | $524,000 | +19.1% | 6,867 | +11.7% | 0.30% | +1.7% |
| Q4 2020 | $440,000 | – | 6,150 | – | 0.30% | – |
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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% |