ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 443 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,686,164 | +3.7% | 20,712 | +7.2% | 0.88% | +8.1% |
| Q2 2023 | $1,626,501 | +7.9% | 19,324 | 0.0% | 0.82% | +4.1% |
| Q1 2023 | $1,507,079 | +36.3% | 19,324 | +25.4% | 0.79% | +27.0% |
| Q4 2022 | $1,105,853 | -2.4% | 15,404 | +0.5% | 0.62% | -1.1% |
| Q3 2022 | $1,133,000 | -0.9% | 15,322 | -3.7% | 0.63% | -5.4% |
| Q2 2022 | $1,143,000 | -11.3% | 15,904 | +6.9% | 0.66% | +22.6% |
| Q1 2022 | $1,288,000 | +1.1% | 14,874 | +8.5% | 0.54% | +3.8% |
| Q4 2021 | $1,274,000 | – | 13,711 | – | 0.52% | – |
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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% |