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 | $5,035,753 | -8.2% | 61,857 | -5.1% | 1.25% | -2.6% |
| Q2 2023 | $5,483,569 | -1.3% | 65,149 | -8.6% | 1.28% | -6.1% |
| Q1 2023 | $5,556,799 | +10.7% | 71,250 | +1.9% | 1.37% | +1.3% |
| Q4 2022 | $5,020,542 | +5.5% | 69,934 | -1.6% | 1.35% | -5.7% |
| Q3 2022 | $4,760,000 | -3.2% | 71,082 | +4.0% | 1.43% | -1.0% |
| Q2 2022 | $4,915,000 | -23.3% | 68,361 | -7.6% | 1.45% | -7.4% |
| Q1 2022 | $6,411,000 | -6.9% | 74,013 | +0.1% | 1.56% | -6.2% |
| Q4 2021 | $6,884,000 | +12.2% | 73,950 | +0.3% | 1.67% | +6.0% |
| Q3 2021 | $6,134,000 | -2.9% | 73,718 | -3.3% | 1.57% | -3.1% |
| Q2 2021 | $6,314,000 | -0.4% | 76,235 | -8.2% | 1.62% | -8.6% |
| Q1 2021 | $6,342,000 | +1.4% | 83,062 | -0.4% | 1.77% | +4.2% |
| Q4 2020 | $6,254,000 | – | 83,409 | – | 1.70% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
| Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
| HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
| Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
| First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
| Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
| McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
| Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
| Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |