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 | $520,825 | -6.6% | 6,398 | -3.5% | 0.28% | -3.2% |
| Q2 2023 | $557,841 | +7.9% | 6,628 | +0.0% | 0.28% | +2.9% |
| Q1 2023 | $516,775 | -1.9% | 6,626 | -3.3% | 0.28% | -2.1% |
| Q4 2022 | $526,771 | -22.8% | 6,850 | -29.2% | 0.28% | -28.5% |
| Q3 2022 | $682,000 | -12.1% | 9,675 | -3.5% | 0.40% | -6.2% |
| Q2 2022 | $776,000 | +64.8% | 10,023 | +61.0% | 0.42% | +55.7% |
| Q1 2022 | $471,000 | +110.3% | 6,226 | +158.8% | 0.27% | +135.7% |
| Q4 2021 | $224,000 | – | 2,406 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |