ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $398,917 | -3.3% | 4,900 | 0.0% | 0.03% | +3.2% |
| Q2 2023 | $412,441 | +7.9% | 4,900 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $382,149 | +11.3% | 4,900 | +2.4% | 0.03% | +6.9% |
| Q4 2022 | $343,499 | +7.7% | 4,785 | +0.5% | 0.03% | 0.0% |
| Q3 2022 | $319,000 | -7.0% | 4,759 | -0.2% | 0.03% | -6.5% |
| Q2 2022 | $343,000 | -15.1% | 4,769 | +2.3% | 0.03% | 0.0% |
| Q1 2022 | $404,000 | -7.3% | 4,663 | -0.6% | 0.03% | 0.0% |
| Q4 2021 | $436,000 | +11.5% | 4,693 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $391,000 | +0.3% | 4,693 | -0.3% | 0.03% | +3.3% |
| Q2 2021 | $390,000 | +8.9% | 4,708 | +0.4% | 0.03% | +3.4% |
| Q1 2021 | $358,000 | +6.9% | 4,690 | +0.2% | 0.03% | 0.0% |
| Q4 2020 | $335,000 | +14.3% | 4,680 | +104.4% | 0.03% | 0.0% |
| Q3 2020 | $293,000 | +6.2% | 2,290 | -2.1% | 0.03% | 0.0% |
| Q2 2020 | $276,000 | +19.5% | 2,340 | -1.1% | 0.03% | -3.3% |
| Q1 2020 | $231,000 | -20.1% | 2,367 | -1.5% | 0.03% | +3.4% |
| Q4 2019 | $289,000 | +9.5% | 2,402 | +0.8% | 0.03% | 0.0% |
| Q3 2019 | $264,000 | +23.9% | 2,382 | +22.5% | 0.03% | +26.1% |
| Q2 2019 | $213,000 | +3.9% | 1,945 | +0.1% | 0.02% | +4.5% |
| Q1 2019 | $205,000 | – | 1,943 | – | 0.02% | – |
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% |