ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 412 filers reported holding ISHARES TR in Q2 2022. 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 ↓ |
|---|---|---|---|
| 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% |