ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 484 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $131,053 | +10.7% | 1,300 | 0.0% | 0.19% | +5.6% |
| Q4 2023 | $118,365 | +11.9% | 1,300 | 0.0% | 0.18% | +4.7% |
| Q3 2023 | $105,820 | -3.3% | 1,300 | 0.0% | 0.17% | +4.3% |
| Q2 2023 | $109,421 | +7.9% | 1,300 | 0.0% | 0.16% | +1.9% |
| Q1 2023 | $101,387 | +8.6% | 1,300 | 0.0% | 0.16% | +9.5% |
| Q4 2022 | $93,327 | +7.3% | 1,300 | 0.0% | 0.15% | -4.5% |
| Q3 2022 | $87,000 | -6.5% | 1,300 | 0.0% | 0.15% | -2.5% |
| Q2 2022 | $93,000 | -17.7% | 1,300 | 0.0% | 0.16% | -3.7% |
| Q1 2022 | $113,000 | -6.6% | 1,300 | 0.0% | 0.16% | -2.4% |
| Q4 2021 | $121,000 | – | 1,300 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 237,094 | $19,844,749 | 13.03% |
| Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
| First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
| HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
| Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
| Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
| McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
| Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |