ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $83,524 | -2.9% | 1,022 | 0.0% | 0.06% | -1.6% |
| Q2 2023 | $86,022 | +7.9% | 1,022 | 0.0% | 0.06% | +14.5% |
| Q1 2023 | $79,706 | +8.6% | 1,022 | 0.0% | 0.06% | +14.6% |
| Q4 2022 | $73,369 | +7.9% | 1,022 | 0.0% | 0.05% | +4.3% |
| Q3 2022 | $68,000 | -6.8% | 1,022 | 0.0% | 0.05% | +9.5% |
| Q2 2022 | $73,000 | -18.0% | 1,022 | 0.0% | 0.04% | -2.3% |
| Q1 2022 | $89,000 | -6.3% | 1,022 | 0.0% | 0.04% | -4.4% |
| Q4 2021 | $95,000 | +11.8% | 1,022 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $85,000 | 0.0% | 1,022 | 0.0% | 0.04% | -4.3% |
| Q2 2021 | $85,000 | +9.0% | 1,022 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $78,000 | +6.8% | 1,022 | 0.0% | 0.05% | -9.6% |
| Q4 2020 | $73,000 | +12.3% | 1,022 | +100.0% | 0.05% | -21.2% |
| Q3 2020 | $65,000 | +8.3% | 511 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $60,000 | +20.0% | 511 | 0.0% | 0.07% | -7.0% |
| Q1 2020 | $50,000 | -18.0% | 511 | 0.0% | 0.07% | +10.9% |
| Q4 2019 | $61,000 | – | 511 | – | 0.06% | – |
Download | ||||||
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% |