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 | $83,697,948 | -0.6% | 1,027,744 | +2.8% | 0.03% | +3.8% |
| Q2 2023 | $84,227,738 | +14.0% | 999,978 | +5.5% | 0.03% | +8.3% |
| Q1 2023 | $73,911,841 | +16.6% | 947,475 | +7.2% | 0.02% | +9.1% |
| Q4 2022 | $63,409,000 | +8.1% | 883,770 | +0.8% | 0.02% | 0.0% |
| Q3 2022 | $58,674,000 | +10.8% | 877,072 | +19.2% | 0.02% | +22.2% |
| Q2 2022 | $52,955,000 | -31.9% | 735,642 | -18.1% | 0.02% | -21.7% |
| Q1 2022 | $77,806,000 | +19.6% | 898,280 | +28.2% | 0.02% | +27.8% |
| Q4 2021 | $65,078,000 | +13.3% | 700,720 | +1.5% | 0.02% | 0.0% |
| Q3 2021 | $57,439,000 | +4.6% | 690,290 | +4.1% | 0.02% | +5.9% |
| Q2 2021 | $54,937,000 | +11.1% | 662,826 | +2.5% | 0.02% | +6.2% |
| Q1 2021 | $49,467,000 | +18.3% | 646,684 | +10.0% | 0.02% | +6.7% |
| Q4 2020 | $41,808,000 | +41.6% | 587,631 | +154.9% | 0.02% | +25.0% |
| Q3 2020 | $29,533,000 | +3.6% | 230,570 | -1.4% | 0.01% | 0.0% |
| Q2 2020 | $28,506,000 | +20.7% | 233,878 | -3.7% | 0.01% | 0.0% |
| Q1 2020 | $23,619,000 | -14.7% | 242,794 | +5.3% | 0.01% | 0.0% |
| Q4 2019 | $27,691,000 | +13.4% | 230,653 | +4.7% | 0.01% | +9.1% |
| Q3 2019 | $24,425,000 | +11.5% | 220,234 | +9.9% | 0.01% | +10.0% |
| Q2 2019 | $21,904,000 | +13.9% | 200,333 | +9.8% | 0.01% | +11.1% |
| Q1 2019 | $19,234,000 | +27.5% | 182,492 | +12.4% | 0.01% | +12.5% |
| Q4 2018 | $15,085,000 | +0.7% | 162,390 | +15.8% | 0.01% | +60.0% |
| Q3 2018 | $14,974,000 | +2.9% | 140,220 | -2.7% | 0.01% | -16.7% |
| Q2 2018 | $14,559,000 | +18.4% | 144,082 | +14.5% | 0.01% | 0.0% |
| Q1 2018 | $12,294,000 | +9.9% | 125,839 | +10.5% | 0.01% | +20.0% |
| Q4 2017 | $11,187,000 | +56.6% | 113,873 | +47.3% | 0.01% | +66.7% |
| Q3 2017 | $7,144,000 | +17.8% | 77,320 | +13.9% | 0.00% | 0.0% |
| Q2 2017 | $6,062,000 | +11.1% | 67,857 | +7.9% | 0.00% | 0.0% |
| Q1 2017 | $5,454,000 | +48.7% | 62,887 | +41.2% | 0.00% | +50.0% |
| Q4 2016 | $3,667,000 | +62.3% | 44,536 | +58.7% | 0.00% | +100.0% |
| Q3 2016 | $2,260,000 | +76.3% | 28,070 | +69.4% | 0.00% | 0.0% |
| Q2 2016 | $1,282,000 | +45.0% | 16,573 | +43.5% | 0.00% | 0.0% |
| Q1 2016 | $884,000 | -18.2% | 11,546 | -19.1% | 0.00% | 0.0% |
| Q4 2015 | $1,081,000 | +51.0% | 14,273 | +41.4% | 0.00% | – |
| Q3 2015 | $716,000 | -3.9% | 10,091 | +3.0% | 0.00% | – |
| Q2 2015 | $745,000 | -49.5% | 9,798 | -48.7% | 0.00% | -100.0% |
| Q1 2015 | $1,475,000 | +4.6% | 19,097 | +3.7% | 0.00% | 0.0% |
| Q4 2014 | $1,410,000 | +17.2% | 18,415 | +12.3% | 0.00% | 0.0% |
| Q3 2014 | $1,203,000 | +6.6% | 16,399 | +6.2% | 0.00% | 0.0% |
| Q2 2014 | $1,129,000 | +18.7% | 15,443 | +14.0% | 0.00% | 0.0% |
| Q1 2014 | $951,000 | +9.9% | 13,547 | +6.4% | 0.00% | 0.0% |
| Q4 2013 | $865,000 | +26.8% | 12,733 | +17.6% | 0.00% | – |
| Q3 2013 | $682,000 | +103.0% | 10,825 | +94.4% | 0.00% | – |
| Q2 2013 | $336,000 | – | 5,567 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
| Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
| HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
| Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
| First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
| Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
| McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
| Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
| Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |