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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $42,427 | +221.2% | 544 | +195.7% | 0.03% | +209.1% |
| Q4 2022 | $13,209 | -58.7% | 184 | -61.6% | 0.01% | -64.5% |
| Q3 2022 | $32,000 | -27.3% | 479 | -22.0% | 0.03% | -22.5% |
| Q2 2022 | $44,000 | -8.3% | 614 | +10.4% | 0.04% | 0.0% |
| Q1 2022 | $48,000 | +54.8% | 556 | +65.5% | 0.04% | +60.0% |
| Q4 2021 | $31,000 | +10.7% | 336 | 0.0% | 0.02% | +4.2% |
| Q3 2021 | $28,000 | 0.0% | 336 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $28,000 | +100.0% | 336 | +80.6% | 0.02% | +84.6% |
| Q1 2021 | $14,000 | +7.7% | 186 | 0.0% | 0.01% | +18.2% |
| Q4 2020 | $13,000 | – | 186 | – | 0.01% | – |
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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% |