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 | $177,117 | -3.0% | 2,176 | +0.3% | 0.02% | +5.0% |
| Q2 2023 | $182,617 | +8.2% | 2,170 | +0.3% | 0.02% | 0.0% |
| Q1 2023 | $168,803 | +9.1% | 2,164 | +0.4% | 0.02% | +5.3% |
| Q4 2022 | $154,787 | +7.5% | 2,156 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $144,000 | -18.6% | 2,156 | -12.6% | 0.02% | -13.6% |
| Q2 2022 | $177,000 | -16.9% | 2,468 | +0.4% | 0.02% | -12.0% |
| Q1 2022 | $213,000 | -6.6% | 2,459 | +0.4% | 0.02% | -7.4% |
| Q4 2021 | $228,000 | +16.3% | 2,450 | +4.1% | 0.03% | +8.0% |
| Q3 2021 | $196,000 | +0.5% | 2,353 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $195,000 | +25.0% | 2,353 | +15.5% | 0.02% | +19.0% |
| Q1 2021 | $156,000 | +6.8% | 2,038 | 0.0% | 0.02% | -4.5% |
| Q4 2020 | $146,000 | +12.3% | 2,038 | +100.0% | 0.02% | 0.0% |
| Q3 2020 | $130,000 | +2.4% | 1,019 | -5.2% | 0.02% | -4.3% |
| Q2 2020 | $127,000 | +21.0% | 1,075 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $105,000 | -28.1% | 1,075 | -11.5% | 0.02% | -4.2% |
| Q4 2019 | $146,000 | +8.1% | 1,215 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $135,000 | +1.5% | 1,215 | 0.0% | 0.02% | +4.3% |
| Q2 2019 | $133,000 | +3.9% | 1,215 | 0.0% | 0.02% | +4.5% |
| Q1 2019 | $128,000 | +3.2% | 1,215 | -9.0% | 0.02% | -15.4% |
| Q4 2018 | $124,000 | -16.2% | 1,335 | -3.6% | 0.03% | +4.0% |
| Q3 2018 | $148,000 | -3.9% | 1,385 | -9.2% | 0.02% | -10.7% |
| Q2 2018 | $154,000 | +3.4% | 1,525 | 0.0% | 0.03% | +3.7% |
| Q1 2018 | $149,000 | -0.7% | 1,525 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $150,000 | +5.6% | 1,525 | 0.0% | 0.03% | +3.8% |
| Q3 2017 | $142,000 | 0.0% | 1,525 | -4.4% | 0.03% | -10.3% |
| Q2 2017 | $142,000 | -4.7% | 1,595 | -7.1% | 0.03% | -3.3% |
| Q1 2017 | $149,000 | +5.7% | 1,716 | 0.0% | 0.03% | -3.2% |
| Q4 2016 | $141,000 | +2.2% | 1,716 | 0.0% | 0.03% | +3.3% |
| Q3 2016 | $138,000 | +12.2% | 1,716 | +7.5% | 0.03% | +11.1% |
| Q2 2016 | $123,000 | -1.6% | 1,596 | -2.1% | 0.03% | -3.6% |
| Q1 2016 | $125,000 | -1.6% | 1,630 | -3.0% | 0.03% | -3.4% |
| Q4 2015 | $127,000 | +6.7% | 1,680 | 0.0% | 0.03% | -3.3% |
| Q3 2015 | $119,000 | -7.0% | 1,680 | 0.0% | 0.03% | +7.1% |
| Q2 2015 | $128,000 | +10.3% | 1,680 | +11.6% | 0.03% | +7.7% |
| Q1 2015 | $116,000 | +0.9% | 1,505 | 0.0% | 0.03% | -7.1% |
| Q4 2014 | $115,000 | +4.5% | 1,505 | 0.0% | 0.03% | +7.7% |
| Q3 2014 | $110,000 | 0.0% | 1,505 | 0.0% | 0.03% | +4.0% |
| Q2 2014 | $110,000 | +22.2% | 1,505 | +15.3% | 0.02% | +8.7% |
| Q4 2013 | $90,000 | +13.9% | 1,305 | +4.8% | 0.02% | -20.7% |
| Q3 2013 | $79,000 | +11.3% | 1,245 | +5.5% | 0.03% | +45.0% |
| Q2 2013 | $71,000 | – | 1,180 | – | 0.02% | – |
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% |