ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 419 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,846,586 | -3.7% | 108,667 | -0.5% | 3.52% | +1.0% |
| Q2 2023 | $9,188,423 | +2.9% | 109,165 | -5.2% | 3.48% | -3.4% |
| Q1 2023 | $8,925,648 | +8.2% | 115,140 | +0.2% | 3.60% | +0.6% |
| Q4 2022 | $8,250,949 | -10.8% | 114,932 | -16.8% | 3.58% | -16.8% |
| Q3 2022 | $9,249,000 | -6.3% | 138,113 | +0.6% | 4.30% | -1.9% |
| Q2 2022 | $9,873,000 | -17.1% | 137,322 | -0.1% | 4.38% | +0.0% |
| Q1 2022 | $11,906,000 | +28.0% | 137,447 | +37.4% | 4.38% | +32.0% |
| Q4 2021 | $9,298,000 | – | 100,070 | – | 3.32% | – |
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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% |