ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 407 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $287,160 | +7.1% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $268,000 | -6.9% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $288,000 | -16.8% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $346,000 | -7.0% | 4,000 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $372,000 | +12.0% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $332,000 | -28.4% | 4,000 | -28.6% | 0.00% | -33.3% |
| Q2 2021 | $464,000 | -23.9% | 5,600 | -30.0% | 0.00% | -25.0% |
| Q1 2021 | $610,000 | +6.6% | 8,000 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $572,000 | +11.7% | 8,000 | +100.0% | 0.00% | -42.9% |
| Q3 2020 | $512,000 | +8.5% | 4,000 | 0.0% | 0.01% | +16.7% |
| Q2 2020 | $472,000 | +21.0% | 4,000 | 0.0% | 0.01% | +50.0% |
| Q1 2020 | $390,000 | – | 4,000 | – | 0.00% | – |
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% |