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 ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |