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 | $2,108 | -11.5% | 25,898 | -8.4% | 0.33% | -7.0% |
| Q2 2023 | $2,381 | 0.0% | 28,288 | -7.3% | 0.36% | -4.0% |
| Q1 2023 | $2,381 | +10.4% | 30,527 | +1.6% | 0.37% | +4.5% |
| Q4 2022 | $2,157 | -99.9% | 30,039 | +1.3% | 0.36% | -4.0% |
| Q3 2022 | $1,985,000 | -1.9% | 29,639 | +5.3% | 0.37% | +2.5% |
| Q2 2022 | $2,023,000 | -14.8% | 28,140 | +2.7% | 0.36% | -14.2% |
| Q1 2022 | $2,374,000 | -16.2% | 27,405 | -10.1% | 0.42% | -21.7% |
| Q4 2021 | $2,833,000 | +26.6% | 30,494 | +13.4% | 0.54% | +15.1% |
| Q3 2021 | $2,238,000 | +9.8% | 26,893 | +9.3% | 0.47% | +6.6% |
| Q2 2021 | $2,039,000 | +28.7% | 24,611 | +18.7% | 0.44% | +17.6% |
| Q1 2021 | $1,584,000 | +22.0% | 20,742 | +14.3% | 0.37% | +17.6% |
| Q4 2020 | $1,298,000 | +25.5% | 18,146 | +124.6% | 0.32% | +15.6% |
| Q3 2020 | $1,034,000 | +20.1% | 8,079 | +10.8% | 0.28% | +10.9% |
| Q2 2020 | $861,000 | +30.7% | 7,292 | +7.8% | 0.25% | +20.4% |
| Q1 2020 | $659,000 | +11.7% | 6,765 | +37.8% | 0.21% | +38.3% |
| Q4 2019 | $590,000 | +57.3% | 4,911 | +45.1% | 0.15% | +53.6% |
| Q3 2019 | $375,000 | +41.5% | 3,384 | +39.8% | 0.10% | +36.6% |
| Q2 2019 | $265,000 | -6.0% | 2,421 | -9.5% | 0.07% | +2.9% |
| Q1 2019 | $282,000 | – | 2,676 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
| Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
| HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
| Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
| First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
| Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
| McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
| Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
| Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |