ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 412 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,531,000 | -2.5% | 141,634 | +0.8% | 0.00% | 0.0% |
| Q2 2023 | $11,825,000 | +0.8% | 140,487 | -6.6% | 0.00% | 0.0% |
| Q1 2023 | $11,727,000 | -15.5% | 150,365 | -22.2% | 0.00% | -25.0% |
| Q4 2022 | $13,876,000 | +48.7% | 193,300 | +38.8% | 0.00% | +33.3% |
| Q3 2022 | $9,329,000 | -45.6% | 139,305 | -41.6% | 0.00% | -40.0% |
| Q2 2022 | $17,154,000 | +39.1% | 238,595 | +67.6% | 0.01% | +66.7% |
| Q1 2022 | $12,329,000 | -7.8% | 142,333 | -1.1% | 0.00% | 0.0% |
| Q4 2021 | $13,371,000 | +8.2% | 143,899 | -3.1% | 0.00% | 0.0% |
| Q3 2021 | $12,355,000 | +14.0% | 148,489 | +13.5% | 0.00% | 0.0% |
| Q2 2021 | $10,840,000 | +3.9% | 130,862 | -4.3% | 0.00% | 0.0% |
| Q1 2021 | $10,437,000 | +14.4% | 136,679 | +7.2% | 0.00% | 0.0% |
| Q4 2020 | $9,121,000 | +24.8% | 127,494 | +123.1% | 0.00% | 0.0% |
| Q3 2020 | $7,311,000 | +30.8% | 57,145 | +20.6% | 0.00% | +50.0% |
| Q2 2020 | $5,591,000 | +49.2% | 47,376 | +23.1% | 0.00% | 0.0% |
| Q1 2020 | $3,748,000 | -21.1% | 38,494 | -2.6% | 0.00% | 0.0% |
| Q4 2019 | $4,749,000 | -9.9% | 39,540 | -16.8% | 0.00% | 0.0% |
| Q3 2019 | $5,273,000 | -4.4% | 47,541 | -5.7% | 0.00% | 0.0% |
| Q2 2019 | $5,515,000 | +7.4% | 50,424 | +3.6% | 0.00% | 0.0% |
| Q1 2019 | $5,133,000 | +13.3% | 48,672 | -0.1% | 0.00% | 0.0% |
| Q4 2018 | $4,531,000 | +16.5% | 48,726 | +33.8% | 0.00% | 0.0% |
| Q3 2018 | $3,889,000 | +24.2% | 36,424 | +17.5% | 0.00% | +100.0% |
| Q2 2018 | $3,130,000 | +13.1% | 31,005 | +9.5% | 0.00% | 0.0% |
| Q1 2018 | $2,767,000 | -12.9% | 28,316 | -12.4% | 0.00% | 0.0% |
| Q4 2017 | $3,176,000 | +53.1% | 32,330 | +44.8% | 0.00% | 0.0% |
| Q3 2017 | $2,074,000 | +10.4% | 22,331 | +6.2% | 0.00% | 0.0% |
| Q2 2017 | $1,878,000 | +10.7% | 21,028 | +7.5% | 0.00% | 0.0% |
| Q1 2017 | $1,696,000 | +57.9% | 19,565 | +50.1% | 0.00% | 0.0% |
| Q4 2016 | $1,074,000 | +3.8% | 13,037 | +1.3% | 0.00% | 0.0% |
| Q3 2016 | $1,035,000 | +2.9% | 12,869 | -1.1% | 0.00% | 0.0% |
| Q2 2016 | $1,006,000 | +61.0% | 13,012 | +59.3% | 0.00% | – |
| Q1 2016 | $625,000 | +10.2% | 8,169 | +9.0% | 0.00% | – |
| Q4 2015 | $567,000 | +16.2% | 7,497 | +9.1% | 0.00% | – |
| Q3 2015 | $488,000 | -3.2% | 6,871 | +3.7% | 0.00% | – |
| Q2 2015 | $504,000 | -17.6% | 6,624 | -16.2% | 0.00% | – |
| Q1 2015 | $612,000 | +88.9% | 7,908 | +87.1% | 0.00% | – |
| Q4 2014 | $324,000 | +34.4% | 4,227 | +28.9% | 0.00% | – |
| Q3 2014 | $241,000 | +13.1% | 3,280 | +12.3% | 0.00% | – |
| Q2 2014 | $213,000 | -38.1% | 2,922 | -40.3% | 0.00% | – |
| Q1 2014 | $344,000 | +244.0% | 4,896 | +240.9% | 0.00% | – |
| Q4 2013 | $100,000 | -97.4% | 1,436 | -97.6% | 0.00% | -100.0% |
| Q3 2013 | $3,823,000 | +385.2% | 60,701 | +364.8% | 0.00% | +200.0% |
| Q2 2013 | $788,000 | – | 13,061 | – | 0.00% | – |
Download | ||||||
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% |