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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $207,000 | -27.1% | 2,230 | -34.6% | 0.00% | – |
| Q3 2021 | $284,000 | +0.7% | 3,410 | 0.0% | 0.00% | – |
| Q2 2021 | $282,000 | +8.5% | 3,410 | 0.0% | 0.00% | – |
| Q1 2021 | $260,000 | -0.8% | 3,410 | -6.8% | 0.00% | – |
| Q4 2020 | $262,000 | -7.1% | 3,660 | +66.0% | 0.00% | – |
| Q3 2020 | $282,000 | +8.5% | 2,205 | 0.0% | 0.00% | – |
| Q2 2020 | $260,000 | +20.9% | 2,205 | 0.0% | 0.00% | – |
| Q1 2020 | $215,000 | -23.2% | 2,205 | -5.4% | 0.00% | – |
| Q4 2019 | $280,000 | +6.9% | 2,330 | -1.5% | 0.00% | – |
| Q3 2019 | $262,000 | -7.4% | 2,365 | -8.7% | 0.00% | – |
| Q2 2019 | $283,000 | +3.7% | 2,590 | 0.0% | 0.00% | – |
| Q1 2019 | $273,000 | -1.4% | 2,590 | -12.9% | 0.00% | – |
| Q4 2018 | $277,000 | – | 2,975 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 254,829 | $22,073,000 | 5.80% |
| First Affirmative Financial Network | 55,175 | $4,779,000 | 4.58% |
| HILL ISLAND FINANCIAL LLC | 137,447 | $11,906,000 | 4.38% |
| Laurel Wealth Planning LLC | 72,856 | $6,311,000 | 4.26% |
| Prostatis Group LLC | 51,616 | $4,471,010 | 3.58% |
| Financial Insights, Inc. | 38,100 | $3,300,000 | 3.03% |
| Mascoma Wealth Management LLC | 102,278 | $8,859,000 | 2.82% |
| One Capital Management, LLC | 525,489 | $45,516,000 | 2.41% |
| Cribstone Capital Management, LLC | 44,370 | $3,843,000 | 2.10% |
| McClarren Financial Advisors, Inc. | 30,766 | $2,664,000 | 1.93% |