ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 419 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,940 | +107439.5% | 3,844 | +11.3% | 0.01% | +16.7% |
| Q2 2023 | $291 | +19.8% | 3,455 | +10.8% | 0.01% | +9.1% |
| Q1 2023 | $243 | -99.9% | 3,117 | -33.8% | 0.01% | -26.7% |
| Q2 2022 | $338,000 | -16.3% | 4,707 | +0.9% | 0.02% | 0.0% |
| Q1 2022 | $404,000 | -6.9% | 4,663 | -0.0% | 0.02% | -6.2% |
| Q4 2021 | $434,000 | +5.3% | 4,664 | -5.8% | 0.02% | 0.0% |
| Q3 2021 | $412,000 | 0.0% | 4,951 | -0.4% | 0.02% | +6.7% |
| Q2 2021 | $412,000 | +5.6% | 4,972 | -2.6% | 0.02% | 0.0% |
| Q1 2021 | $390,000 | – | 5,104 | – | 0.02% | – |
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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% |