ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 376 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $225,883 | +178.9% | 3,146 | +159.8% | 0.01% | +100.0% |
| Q3 2022 | $81,000 | -8.0% | 1,211 | 0.0% | 0.01% | -37.5% |
| Q2 2022 | $88,000 | -63.8% | 1,211 | -56.9% | 0.01% | -42.9% |
| Q1 2022 | $243,000 | +135.9% | 2,809 | +153.5% | 0.01% | +55.6% |
| Q4 2021 | $103,000 | +13.2% | 1,108 | -7.1% | 0.01% | +28.6% |
| Q1 2021 | $91,000 | +11.0% | 1,193 | +4.1% | 0.01% | -12.5% |
| Q4 2020 | $82,000 | – | 1,146 | – | 0.01% | – |
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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% |