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 | $6,661,000 | +29.9% | 71,689 | +16.3% | 1.14% | +13.7% |
| Q3 2021 | $5,129,000 | +7.4% | 61,645 | +6.9% | 1.01% | +5.9% |
| Q2 2021 | $4,775,000 | +8.1% | 57,649 | -0.3% | 0.95% | +0.4% |
| Q1 2021 | $4,418,000 | +2.0% | 57,851 | -4.5% | 0.95% | -6.4% |
| Q4 2020 | $4,332,000 | +16.3% | 60,548 | +108.0% | 1.01% | -1.7% |
| Q3 2020 | $3,725,000 | +8.4% | 29,112 | 0.0% | 1.03% | -0.2% |
| Q2 2020 | $3,436,000 | +21.5% | 29,112 | +0.3% | 1.03% | +6.3% |
| Q1 2020 | $2,828,000 | +19.4% | 29,037 | +47.3% | 0.97% | +71.6% |
| Q4 2019 | $2,368,000 | +10.4% | 19,709 | +1.9% | 0.57% | +7.0% |
| Q3 2019 | $2,144,000 | +1.6% | 19,334 | +0.2% | 0.53% | -1.9% |
| Q2 2019 | $2,110,000 | – | 19,291 | – | 0.54% | – |
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% |