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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,102 | +96625.7% | 5,406 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $455 | +2.5% | 5,406 | -5.0% | 0.01% | -10.0% |
| Q1 2023 | $444 | +9.9% | 5,689 | +1.2% | 0.01% | +11.1% |
| Q4 2022 | $404 | -99.8% | 5,624 | +137.0% | 0.01% | +125.0% |
| Q1 2022 | $206,000 | -5.1% | 2,373 | +1.7% | 0.00% | 0.0% |
| Q4 2021 | $217,000 | -13.5% | 2,333 | -22.6% | 0.00% | -20.0% |
| Q3 2021 | $251,000 | -16.3% | 3,016 | -16.6% | 0.01% | -28.6% |
| Q2 2021 | $300,000 | +6.8% | 3,618 | -1.6% | 0.01% | 0.0% |
| Q1 2021 | $281,000 | +4.5% | 3,676 | -2.3% | 0.01% | 0.0% |
| Q4 2020 | $269,000 | +11.6% | 3,764 | +100.0% | 0.01% | 0.0% |
| Q3 2020 | $241,000 | +10.0% | 1,882 | +1.2% | 0.01% | 0.0% |
| Q2 2020 | $219,000 | – | 1,859 | – | 0.01% | – |
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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% |