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 | $180 | -17.1% | 2,209 | -14.4% | 0.01% | -15.4% |
| Q2 2023 | $217 | +8.0% | 2,582 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $201 | +3.6% | 2,582 | -3.8% | 0.01% | 0.0% |
| Q4 2022 | $194 | -99.9% | 2,684 | -3.4% | 0.01% | 0.0% |
| Q3 2022 | $186,000 | -7.5% | 2,778 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $201,000 | -17.6% | 2,778 | -1.3% | 0.01% | -12.5% |
| Q1 2022 | $244,000 | -11.9% | 2,815 | -5.3% | 0.02% | -5.9% |
| Q4 2021 | $277,000 | +10.4% | 2,974 | -1.8% | 0.02% | 0.0% |
| Q3 2021 | $251,000 | -1.2% | 3,030 | -1.1% | 0.02% | 0.0% |
| Q2 2021 | $254,000 | -49.1% | 3,065 | -53.0% | 0.02% | -50.0% |
| Q1 2021 | $499,000 | +6.9% | 6,528 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $467,000 | +11.7% | 6,528 | +100.0% | 0.03% | 0.0% |
| Q3 2020 | $418,000 | +125.9% | 3,264 | +108.0% | 0.03% | +100.0% |
| Q2 2020 | $185,000 | +18.6% | 1,569 | -2.1% | 0.02% | +6.2% |
| Q1 2020 | $156,000 | -19.6% | 1,602 | -1.1% | 0.02% | -11.1% |
| Q4 2019 | $194,000 | -0.5% | 1,619 | -7.7% | 0.02% | -5.3% |
| Q3 2019 | $195,000 | -4.4% | 1,754 | -5.8% | 0.02% | -9.5% |
| Q2 2019 | $204,000 | +2.0% | 1,862 | -1.8% | 0.02% | -4.5% |
| Q1 2019 | $200,000 | -85.8% | 1,897 | -87.5% | 0.02% | -86.6% |
| Q4 2018 | $1,407,000 | +593.1% | 15,127 | +697.4% | 0.16% | +645.5% |
| Q3 2018 | $203,000 | +6.3% | 1,897 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $191,000 | +6.7% | 1,897 | +3.7% | 0.02% | 0.0% |
| Q1 2018 | $179,000 | -0.6% | 1,830 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $180,000 | – | 1,830 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 254,829 | $22,073,000 | 5.80% |
| First Affirmative Financial Network | 55,175 | $4,779,000 | 4.58% |
| HILL ISLAND FINANCIAL LLC | 137,447 | $11,906,000 | 4.38% |
| Laurel Wealth Planning LLC | 72,856 | $6,311,000 | 4.26% |
| Prostatis Group LLC | 51,616 | $4,471,010 | 3.58% |
| Financial Insights, Inc. | 38,100 | $3,300,000 | 3.03% |
| Mascoma Wealth Management LLC | 102,278 | $8,859,000 | 2.82% |
| One Capital Management, LLC | 525,489 | $45,516,000 | 2.41% |
| Cribstone Capital Management, LLC | 44,370 | $3,843,000 | 2.10% |
| McClarren Financial Advisors, Inc. | 30,766 | $2,664,000 | 1.93% |