ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $338,527 | +15.1% | 3,718 | 0.0% | 0.25% | +14.4% |
| Q3 2023 | $294,205 | +4.4% | 3,718 | +14.1% | 0.22% | -11.9% |
| Q2 2023 | $281,707 | +5.3% | 3,259 | -5.0% | 0.24% | -8.6% |
| Q1 2023 | $267,584 | -7.4% | 3,431 | -14.8% | 0.27% | +1.5% |
| Q4 2022 | $289,099 | +19.5% | 4,027 | +11.1% | 0.26% | +4.4% |
| Q3 2022 | $242,000 | -8.3% | 3,625 | -0.5% | 0.25% | -2.3% |
| Q2 2022 | $264,000 | – | 3,643 | – | 0.26% | – |
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% |