ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 423 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,481,005 | -3.3% | 18,192 | 0.0% | 0.05% | -7.8% |
Q2 2023 | $1,531,214 | +3.4% | 18,192 | -4.2% | 0.05% | -8.9% |
Q1 2023 | $1,481,156 | +12.2% | 18,992 | +3.2% | 0.06% | -1.8% |
Q4 2022 | $1,320,660 | -11.4% | 18,396 | -17.3% | 0.06% | -18.6% |
Q3 2022 | $1,490,000 | -31.7% | 22,246 | -26.7% | 0.07% | -29.3% |
Q2 2022 | $2,181,000 | -26.5% | 30,330 | -11.5% | 0.10% | -25.0% |
Q1 2022 | $2,967,000 | -19.2% | 34,255 | -13.3% | 0.13% | -14.3% |
Q4 2021 | $3,671,000 | – | 39,504 | – | 0.15% | – |
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% |