ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $36,420 | +11.8% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $32,564 | -3.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $33,668 | +7.9% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $31,196 | +8.6% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $28,716 | +6.4% | 400 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $27,000 | -6.9% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $29,000 | -17.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $35,000 | -5.4% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $37,000 | +12.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $33,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $33,000 | +6.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $31,000 | +6.9% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $29,000 | +11.5% | 400 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $26,000 | +8.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $24,000 | +26.3% | 200 | 0.0% | 0.00% | +33.3% |
| Q1 2020 | $19,000 | -20.8% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $24,000 | +9.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $22,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $22,000 | +4.8% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $21,000 | +10.5% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -9.5% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $21,000 | +5.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $20,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $20,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $20,000 | +5.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $19,000 | +5.6% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $18,000 | +5.9% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $17,000 | +6.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $16,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $16,000 | – | 200 | – | 0.00% | – |
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% |