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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $277,593 | +7.9% | 3,298 | 0.0% | 0.00% | +100.0% |
Q1 2023 | $257,211 | -34.8% | 3,298 | -40.0% | 0.00% | -50.0% |
Q4 2022 | $394,558 | +7.2% | 5,496 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $368,000 | +60.0% | 5,496 | +70.9% | 0.00% | +100.0% |
Q4 2020 | $230,000 | -45.8% | 3,216 | -19.9% | 0.00% | -75.0% |
Q1 2019 | $424,000 | +4.7% | 4,015 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $405,000 | +0.7% | 4,015 | -2.4% | 0.00% | 0.0% |
Q1 2018 | $402,000 | -0.5% | 4,115 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $404,000 | -86.2% | 4,115 | -87.5% | 0.00% | -88.2% |
Q2 2017 | $2,938,000 | +10.3% | 32,890 | +7.1% | 0.03% | +9.7% |
Q1 2017 | $2,664,000 | +4.5% | 30,700 | -0.8% | 0.03% | 0.0% |
Q4 2016 | $2,550,000 | +59.9% | 30,960 | +56.3% | 0.03% | +63.2% |
Q3 2016 | $1,595,000 | -41.7% | 19,808 | -44.0% | 0.02% | -45.7% |
Q2 2016 | $2,736,000 | +16.4% | 35,366 | +15.2% | 0.04% | +12.9% |
Q1 2016 | $2,350,000 | +30.6% | 30,700 | +29.1% | 0.03% | +24.0% |
Q4 2015 | $1,800,000 | -73.8% | 23,778 | -75.4% | 0.02% | -74.7% |
Q3 2015 | $6,869,000 | -19.2% | 96,810 | -13.4% | 0.10% | -13.2% |
Q2 2015 | $8,502,000 | +3.6% | 111,767 | +5.2% | 0.11% | +2.7% |
Q1 2015 | $8,206,000 | -2.1% | 106,239 | -2.9% | 0.11% | -5.1% |
Q4 2014 | $8,380,000 | +4.0% | 109,416 | -0.4% | 0.12% | -2.5% |
Q3 2014 | $8,061,000 | -3.3% | 109,851 | -3.6% | 0.12% | -5.5% |
Q2 2014 | $8,334,000 | +0.4% | 113,986 | -3.6% | 0.13% | -4.5% |
Q1 2014 | $8,303,000 | -1.5% | 118,211 | -3.1% | 0.13% | -3.6% |
Q4 2013 | $8,428,000 | – | 121,963 | – | 0.14% | – |
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% |