ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 374 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $520,780 | -3.3% | 6,397 | 0.0% | 0.13% | -1.5% |
| Q2 2023 | $538,436 | +7.3% | 6,397 | -0.6% | 0.13% | +1.5% |
| Q1 2023 | $501,944 | +6.6% | 6,436 | -1.9% | 0.13% | 0.0% |
| Q4 2022 | $470,871 | +7.3% | 6,559 | 0.0% | 0.13% | -0.8% |
| Q3 2022 | $439,000 | -5.4% | 6,559 | +1.7% | 0.13% | -2.2% |
| Q2 2022 | $464,000 | -17.0% | 6,450 | 0.0% | 0.14% | -8.2% |
| Q1 2022 | $559,000 | -6.5% | 6,450 | +0.2% | 0.15% | -8.1% |
| Q4 2021 | $598,000 | +7.2% | 6,435 | -4.0% | 0.16% | -1.8% |
| Q3 2021 | $558,000 | +20.5% | 6,706 | +20.0% | 0.16% | +14.8% |
| Q2 2021 | $463,000 | +33.0% | 5,589 | +22.6% | 0.14% | +21.4% |
| Q1 2021 | $348,000 | +6.7% | 4,557 | 0.0% | 0.12% | +0.9% |
| Q4 2020 | $326,000 | – | 4,557 | – | 0.12% | – |
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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% |