ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 407 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $401,433 | -39.8% | 4,931 | -37.8% | 0.26% | -37.8% |
| Q2 2023 | $667,300 | +21.1% | 7,928 | +12.2% | 0.41% | +10.5% |
| Q1 2023 | $550,843 | +5.5% | 7,063 | -2.9% | 0.37% | -6.5% |
| Q4 2022 | $522,135 | -16.6% | 7,273 | -3.4% | 0.40% | -36.2% |
| Q3 2022 | $626,000 | 0.0% | 7,527 | 0.0% | 0.62% | 0.0% |
| Q2 2022 | $626,000 | -4.0% | 7,527 | -0.0% | 0.62% | +16.5% |
| Q1 2022 | $652,000 | -6.9% | 7,529 | +0.0% | 0.53% | -7.5% |
| Q4 2021 | $700,000 | +11.8% | 7,528 | +0.0% | 0.58% | -7.2% |
| Q3 2021 | $626,000 | +0.5% | 7,527 | 0.0% | 0.62% | +2.1% |
| Q2 2021 | $623,000 | +3.5% | 7,527 | 0.0% | 0.61% | +1.8% |
| Q1 2021 | $602,000 | +12.7% | 7,527 | +0.9% | 0.60% | +17.0% |
| Q4 2020 | $534,000 | – | 7,458 | – | 0.51% | – |
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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% |