ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 364 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $284,935 | -3.3% | 3,500 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $294,595 | +7.9% | 3,500 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $272,965 | -6.8% | 3,500 | -14.2% | 0.00% | 0.0% |
| Q4 2022 | $292,975 | +22.1% | 4,081 | +14.0% | 0.00% | 0.0% |
| Q3 2022 | $240,000 | +11.1% | 3,581 | +19.4% | 0.00% | +33.3% |
| Q2 2022 | $216,000 | -18.8% | 3,000 | -2.2% | 0.00% | 0.0% |
| Q1 2022 | $266,000 | -6.7% | 3,066 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $285,000 | +11.8% | 3,066 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $255,000 | +0.4% | 3,066 | 0.0% | 0.00% | -25.0% |
| Q2 2021 | $254,000 | +8.5% | 3,066 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $234,000 | +6.8% | 3,066 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $219,000 | +6.8% | 3,066 | +91.3% | 0.00% | 0.0% |
| Q3 2020 | $205,000 | – | 1,603 | – | 0.00% | – |
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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% |