ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 426 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.10 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 ↓ |
|---|---|---|---|
| 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% |