ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 426 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $255,058 | -3.3% | 3,133 | 0.0% | 0.06% | -1.7% |
Q2 2023 | $263,705 | +7.9% | 3,133 | 0.0% | 0.06% | +5.3% |
Q1 2023 | $244,343 | +8.6% | 3,133 | 0.0% | 0.06% | +7.5% |
Q4 2022 | $224,918 | +3.6% | 3,133 | +5.8% | 0.05% | +6.0% |
Q2 2022 | $217,000 | -12.9% | 2,960 | 0.0% | 0.05% | 0.0% |
Q1 2022 | $249,000 | -4.6% | 2,960 | 0.0% | 0.05% | -7.4% |
Q4 2021 | $261,000 | +6.1% | 2,960 | 0.0% | 0.05% | +12.5% |
Q3 2021 | $246,000 | -1.2% | 2,960 | 0.0% | 0.05% | -2.0% |
Q2 2021 | $249,000 | +5.5% | 2,960 | 0.0% | 0.05% | +2.1% |
Q1 2021 | $236,000 | +9.8% | 2,960 | 0.0% | 0.05% | +6.7% |
Q4 2020 | $215,000 | -2.3% | 2,960 | +25.1% | 0.04% | -66.2% |
Q4 2018 | $220,000 | -49.0% | 2,367 | -50.0% | 0.13% | -0.7% |
Q3 2017 | $431,000 | +104.3% | 4,734 | +100.0% | 0.13% | 0.0% |
Q2 2017 | $211,000 | +2.9% | 2,367 | 0.0% | 0.13% | +17.5% |
Q1 2017 | $205,000 | – | 2,367 | – | 0.11% | – |
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% |