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 | $735,809 | -7.9% | 9,038 | -4.8% | 0.04% | -7.5% |
Q2 2023 | $799,220 | +46.5% | 9,495 | +35.7% | 0.04% | +33.3% |
Q1 2023 | $545,506 | +17.6% | 6,995 | +8.2% | 0.03% | +7.1% |
Q4 2022 | $463,892 | -16.1% | 6,462 | -16.0% | 0.03% | -24.3% |
Q3 2022 | $553,000 | 0.0% | 7,697 | 0.0% | 0.04% | 0.0% |
Q2 2022 | $553,000 | -15.2% | 7,697 | +9.6% | 0.04% | -5.1% |
Q4 2021 | $652,000 | -28.7% | 7,022 | -36.1% | 0.04% | +34.5% |
Q3 2021 | $914,000 | -7.6% | 10,990 | -8.0% | 0.03% | -9.4% |
Q2 2021 | $989,000 | +12.9% | 11,944 | +4.1% | 0.03% | 0.0% |
Q1 2021 | $876,000 | – | 11,472 | – | 0.03% | – |
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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% |