ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 374 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $12,727,000 | +4.7% | 152,945 | +4.2% | 0.59% | +0.5% |
| Q2 2021 | $12,156,000 | -99.9% | 146,754 | +10.6% | 0.58% | -33.2% |
| Q1 2021 | $10,128,915,000 | +219425.7% | 132,647 | +170.1% | 0.88% | +18.5% |
| Q1 2020 | $4,614,000 | -17.6% | 49,107 | +5.4% | 0.74% | -37.1% |
| Q4 2019 | $5,598,000 | +150.1% | 46,599 | +137.5% | 1.17% | +161.5% |
| Q3 2019 | $2,238,000 | -44.3% | 19,619 | -48.5% | 0.45% | -39.5% |
| Q1 2019 | $4,015,000 | – | 38,065 | – | 0.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
| Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
| HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
| Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
| First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
| Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
| McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
| Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
| Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |