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 | $914,579 | -5.9% | 11,234 | -2.7% | 0.70% | +235.1% |
| Q2 2023 | $972,015 | +19.1% | 11,548 | +10.4% | 0.21% | +34.2% |
| Q1 2023 | $816,113 | -14.5% | 10,464 | -21.3% | 0.16% | -20.1% |
| Q4 2022 | $954,534 | +36.6% | 13,296 | +27.3% | 0.19% | +31.1% |
| Q3 2022 | $699,000 | -16.9% | 10,442 | -10.8% | 0.15% | -17.3% |
| Q2 2022 | $841,000 | +27.2% | 11,704 | +53.2% | 0.18% | +49.2% |
| Q1 2022 | $661,000 | +62.0% | 7,641 | +73.7% | 0.12% | +48.1% |
| Q4 2021 | $408,000 | – | 4,399 | – | 0.08% | – |
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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% |