ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 190 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,000 | -3.1% | 3,054 | 0.0% | 0.11% | -4.4% |
| Q2 2023 | $257,000 | +8.0% | 3,054 | +0.2% | 0.11% | -2.6% |
| Q1 2023 | $238,000 | +9.2% | 3,047 | +0.4% | 0.12% | -3.3% |
| Q4 2022 | $218,000 | +7.4% | 3,036 | +0.4% | 0.12% | -7.0% |
| Q3 2022 | $203,000 | -6.0% | 3,024 | +0.4% | 0.13% | -3.0% |
| Q2 2022 | $216,000 | -22.3% | 3,011 | +0.5% | 0.13% | -10.1% |
| Q1 2022 | $278,000 | 0.0% | 2,996 | 0.0% | 0.15% | 0.0% |
| Q4 2021 | $278,000 | +11.6% | 2,996 | +0.3% | 0.15% | +3.5% |
| Q3 2021 | $249,000 | -2.4% | 2,987 | -2.8% | 0.14% | 0.0% |
| Q2 2021 | $255,000 | +9.0% | 3,073 | +0.2% | 0.14% | +2.1% |
| Q1 2021 | $234,000 | +6.8% | 3,066 | +0.3% | 0.14% | -6.0% |
| Q4 2020 | $219,000 | +25.1% | 3,057 | +76.5% | 0.15% | +6.4% |
| Q2 2018 | $175,000 | +2.9% | 1,732 | +0.3% | 0.14% | -4.8% |
| Q4 2017 | $170,000 | +6.9% | 1,727 | +0.8% | 0.15% | +5.0% |
| Q3 2017 | $159,000 | – | 1,714 | – | 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% |