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 | $11,064 | -8.8% | 135,902 | -5.7% | 0.06% | -9.0% |
| Q2 2023 | $12,127 | +10.6% | 144,076 | +2.5% | 0.07% | -13.0% |
| Q1 2023 | $10,960 | -9.9% | 140,537 | -17.1% | 0.08% | -3.8% |
| Q4 2022 | $12,168 | -99.9% | 169,499 | -3.2% | 0.08% | -10.1% |
| Q3 2022 | $11,725,000 | -1.9% | 175,077 | +5.4% | 0.09% | -2.2% |
| Q2 2022 | $11,947,000 | -10.8% | 166,158 | +7.4% | 0.09% | -4.2% |
| Q1 2022 | $13,401,000 | +1.9% | 154,708 | +9.3% | 0.10% | 0.0% |
| Q4 2021 | $13,156,000 | +26.4% | 141,583 | +13.1% | 0.10% | +14.5% |
| Q3 2021 | $10,412,000 | +23.4% | 125,129 | +22.8% | 0.08% | +16.9% |
| Q2 2021 | $8,439,000 | +112.5% | 101,878 | +95.9% | 0.07% | +86.8% |
| Q1 2021 | $3,971,000 | -22.4% | 52,009 | -27.3% | 0.04% | -30.9% |
| Q4 2020 | $5,118,000 | +27.7% | 71,545 | +128.4% | 0.06% | +10.0% |
| Q3 2020 | $4,008,000 | +29.2% | 31,325 | +19.2% | 0.05% | +22.0% |
| Q2 2020 | $3,101,000 | +16.3% | 26,278 | -4.0% | 0.04% | -10.9% |
| Q1 2020 | $2,666,000 | -3.7% | 27,379 | +18.8% | 0.05% | +15.0% |
| Q4 2019 | $2,769,000 | +10.8% | 23,049 | +2.3% | 0.04% | 0.0% |
| Q3 2019 | $2,499,000 | +4.4% | 22,532 | +2.9% | 0.04% | +17.6% |
| Q2 2019 | $2,394,000 | +36.1% | 21,891 | +31.2% | 0.03% | +25.9% |
| Q1 2019 | $1,759,000 | +66.4% | 16,680 | +46.8% | 0.03% | +42.1% |
| Q4 2018 | $1,057,000 | -30.0% | 11,361 | -19.7% | 0.02% | -24.0% |
| Q3 2018 | $1,511,000 | +41.0% | 14,152 | +33.2% | 0.02% | +8.7% |
| Q2 2018 | $1,072,000 | +30.9% | 10,621 | +26.7% | 0.02% | +35.3% |
| Q1 2018 | $819,000 | +25.8% | 8,384 | +26.6% | 0.02% | +41.7% |
| Q4 2017 | $651,000 | +59.6% | 6,622 | +50.9% | 0.01% | +50.0% |
| Q3 2017 | $408,000 | -42.1% | 4,389 | -44.4% | 0.01% | -42.9% |
| Q2 2017 | $705,000 | – | 7,892 | – | 0.01% | – |
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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% |