ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,745,796 | -4.7% | 33,728 | -1.5% | 0.09% | -9.9% |
| Q2 2023 | $2,881,139 | +9.0% | 34,230 | +1.0% | 0.10% | +6.3% |
| Q1 2023 | $2,643,393 | +8.4% | 33,894 | -0.3% | 0.10% | +2.2% |
| Q4 2022 | $2,439,640 | +5.6% | 33,983 | -1.5% | 0.09% | -3.1% |
| Q3 2022 | $2,311,000 | -5.8% | 34,503 | +1.1% | 0.10% | -1.0% |
| Q2 2022 | $2,454,000 | -14.8% | 34,127 | +2.7% | 0.10% | 0.0% |
| Q1 2022 | $2,879,000 | -8.7% | 33,241 | -2.0% | 0.10% | -3.0% |
| Q4 2021 | $3,152,000 | +11.1% | 33,918 | -0.5% | 0.10% | +3.1% |
| Q3 2021 | $2,838,000 | +4.7% | 34,105 | +4.2% | 0.10% | +3.2% |
| Q2 2021 | $2,710,000 | +10.1% | 32,721 | +1.5% | 0.09% | +3.3% |
| Q1 2021 | $2,462,000 | +13.1% | 32,246 | +6.0% | 0.09% | -8.1% |
| Q4 2020 | $2,177,000 | +16.2% | 30,425 | +107.8% | 0.10% | +2.1% |
| Q3 2020 | $1,873,000 | +12.3% | 14,642 | +3.6% | 0.10% | +4.3% |
| Q2 2020 | $1,668,000 | -18.2% | 14,129 | -32.5% | 0.09% | -35.9% |
| Q1 2020 | $2,038,000 | -23.8% | 20,924 | -6.1% | 0.14% | -4.0% |
| Q4 2019 | $2,676,000 | +15.2% | 22,280 | +6.4% | 0.15% | +7.9% |
| Q3 2019 | $2,322,000 | +6.4% | 20,937 | +4.9% | 0.14% | +5.3% |
| Q2 2019 | $2,182,000 | +10.4% | 19,951 | +6.4% | 0.13% | +8.1% |
| Q1 2019 | $1,977,000 | +17.0% | 18,746 | +3.1% | 0.12% | +7.9% |
| Q4 2018 | $1,690,000 | +164.9% | 18,174 | +204.2% | 0.11% | +208.1% |
| Q3 2018 | $638,000 | +110.6% | 5,975 | +99.2% | 0.04% | +105.6% |
| Q2 2018 | $303,000 | +3.4% | 3,000 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $293,000 | -0.7% | 3,000 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $295,000 | +5.7% | 3,000 | 0.0% | 0.02% | -13.6% |
| Q3 2017 | $279,000 | +4.1% | 3,000 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $268,000 | +3.1% | 3,000 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $260,000 | +5.3% | 3,000 | 0.0% | 0.02% | -4.3% |
| Q4 2016 | $247,000 | +2.1% | 3,000 | 0.0% | 0.02% | +4.5% |
| Q3 2016 | $242,000 | -63.4% | 3,000 | -64.9% | 0.02% | -72.2% |
| Q2 2016 | $661,000 | +5.3% | 8,550 | +4.3% | 0.08% | -10.2% |
| Q1 2016 | $628,000 | +194.8% | 8,200 | +173.3% | 0.09% | +166.7% |
| Q3 2015 | $213,000 | -51.7% | 3,000 | -48.3% | 0.03% | -51.5% |
| Q2 2015 | $441,000 | +90.1% | 5,805 | +93.5% | 0.07% | +112.5% |
| Q1 2015 | $232,000 | +0.9% | 3,000 | 0.0% | 0.03% | -3.0% |
| Q4 2014 | $230,000 | +6.0% | 3,000 | 0.0% | 0.03% | 0.0% |
| Q3 2014 | $217,000 | – | 3,000 | – | 0.03% | – |
Download | ||||||
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% |