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 | $898,197 | +2.8% | 11,033 | +6.2% | 0.56% | +2.0% |
| Q2 2023 | $874,021 | +6.6% | 10,384 | -1.3% | 0.55% | -4.2% |
| Q1 2023 | $820,143 | +7.9% | 10,516 | -4.4% | 0.57% | -9.6% |
| Q4 2022 | $760,041 | -9.5% | 11,000 | -8.3% | 0.63% | -14.1% |
| Q3 2022 | $840,000 | -11.2% | 12,000 | -7.7% | 0.74% | -10.8% |
| Q2 2022 | $946,000 | -31.7% | 13,000 | -18.8% | 0.83% | -16.2% |
| Q1 2022 | $1,385,000 | -6.9% | 16,000 | 0.0% | 0.99% | -3.4% |
| Q4 2021 | $1,488,000 | +10.6% | 16,000 | -1.0% | 1.02% | +2.6% |
| Q3 2021 | $1,345,000 | -8.3% | 16,162 | -8.7% | 1.00% | -2.4% |
| Q2 2021 | $1,466,000 | +11.5% | 17,696 | +5.3% | 1.02% | +4.1% |
| Q1 2021 | $1,315,000 | +3.9% | 16,798 | -2.8% | 0.98% | -1.1% |
| Q4 2020 | $1,266,000 | – | 17,290 | – | 0.99% | – |
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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% |