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 | $67,344 | -7.8% | 827 | -4.7% | 0.03% | 0.0% |
Q2 2023 | $73,078 | +5.5% | 868 | -2.3% | 0.03% | -10.0% |
Q1 2023 | $69,243 | -55.2% | 888 | -58.8% | 0.03% | -65.5% |
Q4 2022 | $154,582 | -17.3% | 2,153 | -23.0% | 0.09% | -28.1% |
Q3 2022 | $187,000 | -13.0% | 2,797 | -6.5% | 0.12% | -3.2% |
Q2 2022 | $215,000 | +175.6% | 2,992 | +202.5% | 0.12% | +140.4% |
Q1 2022 | $78,000 | – | 989 | – | 0.05% | – |
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% |