ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 374 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,867 | -5.1% | 194,899 | -1.8% | 0.03% | -2.9% |
| Q2 2023 | $16,712 | +7.8% | 198,555 | -0.1% | 0.03% | +3.0% |
| Q1 2023 | $15,496 | +2.5% | 198,698 | -5.7% | 0.03% | -8.3% |
| Q4 2022 | $15,125 | -99.9% | 210,689 | +10.5% | 0.04% | +9.1% |
| Q3 2022 | $12,770,000 | -11.3% | 190,695 | -4.7% | 0.03% | -10.8% |
| Q2 2022 | $14,390,000 | -28.2% | 200,143 | -13.5% | 0.04% | -19.6% |
| Q1 2022 | $20,044,000 | -4.7% | 231,408 | +2.2% | 0.05% | -2.1% |
| Q4 2021 | $21,041,000 | +24.3% | 226,444 | +11.4% | 0.05% | +11.9% |
| Q3 2021 | $16,921,000 | +19.4% | 203,358 | +18.9% | 0.04% | +16.7% |
| Q2 2021 | $14,167,000 | +18.2% | 171,047 | +8.9% | 0.04% | +5.9% |
| Q1 2021 | $11,990,000 | +32.2% | 157,022 | +23.9% | 0.03% | +25.9% |
| Q4 2020 | $9,069,000 | +25.6% | 126,781 | +124.6% | 0.03% | +8.0% |
| Q3 2020 | $7,223,000 | +16.2% | 56,455 | +7.2% | 0.02% | +8.7% |
| Q2 2020 | $6,217,000 | +28.2% | 52,680 | +5.8% | 0.02% | 0.0% |
| Q1 2020 | $4,849,000 | -4.8% | 49,792 | +17.5% | 0.02% | +21.1% |
| Q4 2019 | $5,092,000 | +29.6% | 42,393 | +19.7% | 0.02% | +11.8% |
| Q3 2019 | $3,928,000 | -0.5% | 35,424 | -1.8% | 0.02% | 0.0% |
| Q2 2019 | $3,946,000 | +12.4% | 36,091 | +8.4% | 0.02% | +6.2% |
| Q1 2019 | $3,510,000 | +28.6% | 33,284 | +13.4% | 0.02% | +14.3% |
| Q4 2018 | $2,729,000 | -15.4% | 29,345 | -2.9% | 0.01% | -6.7% |
| Q3 2018 | $3,226,000 | +2.5% | 30,209 | -3.1% | 0.02% | -6.2% |
| Q2 2018 | $3,148,000 | +4.6% | 31,189 | +1.2% | 0.02% | 0.0% |
| Q1 2018 | $3,010,000 | +6.7% | 30,809 | +7.3% | 0.02% | +6.7% |
| Q4 2017 | $2,821,000 | – | 28,713 | – | 0.02% | – |
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% |