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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $2,992,905 | +27.3% | 32,871 | +13.8% | 0.16% | +18.2% |
Q3 2023 | $2,350,632 | +1.0% | 28,874 | +4.4% | 0.13% | +7.3% |
Q2 2023 | $2,327,048 | +87.5% | 27,647 | -20.7% | 0.12% | -70.5% |
Q4 2022 | $1,240,860 | +6.3% | 34,844 | +114.8% | 0.42% | +441.6% |
Q3 2022 | $1,167,000 | 0.0% | 16,225 | 0.0% | 0.08% | 0.0% |
Q2 2022 | $1,167,000 | -12.1% | 16,225 | +5.8% | 0.08% | +2.7% |
Q1 2022 | $1,328,000 | -1.2% | 15,330 | +6.0% | 0.08% | +1.4% |
Q4 2021 | $1,344,000 | +19.6% | 14,459 | +7.0% | 0.07% | +7.2% |
Q3 2021 | $1,124,000 | +46.7% | 13,507 | +46.0% | 0.07% | +43.8% |
Q2 2021 | $766,000 | +8.5% | 9,250 | 0.0% | 0.05% | 0.0% |
Q1 2021 | $706,000 | +115.2% | 9,250 | +102.1% | 0.05% | +108.7% |
Q4 2020 | $328,000 | +54.0% | 4,578 | +174.5% | 0.02% | +35.3% |
Q3 2020 | $213,000 | – | 1,668 | – | 0.02% | – |
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% |