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 | $253,038 | -3.3% | 3,107 | -0.0% | 0.13% | +1.6% |
Q2 2023 | $261,616 | +8.2% | 3,108 | +0.2% | 0.12% | +5.0% |
Q1 2023 | $241,848 | +9.0% | 3,101 | +0.3% | 0.12% | 0.0% |
Q4 2022 | $221,851 | -99.9% | 3,091 | -11.1% | 0.12% | -13.1% |
Q3 2022 | $244,389,000 | +10.9% | 3,477 | +13.5% | 0.14% | +29.2% |
Q2 2022 | $220,327,000 | +83357.2% | 3,064 | +0.5% | 0.11% | -10.9% |
Q1 2022 | $264,000 | -6.7% | 3,049 | 0.0% | 0.12% | +1.7% |
Q4 2021 | $283,000 | +12.3% | 3,049 | +0.3% | 0.12% | +5.4% |
Q3 2021 | $252,000 | +0.4% | 3,040 | 0.0% | 0.11% | +1.8% |
Q2 2021 | $251,000 | +8.2% | 3,040 | 0.0% | 0.11% | -7.6% |
Q1 2021 | $232,000 | +6.9% | 3,040 | 0.0% | 0.12% | -3.3% |
Q4 2020 | $217,000 | – | 3,040 | – | 0.12% | – |
Download |
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% |