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 | $623,763 | -0.3% | 7,662 | +3.0% | 0.03% | +3.6% |
| Q2 2023 | $625,888 | +45.5% | 7,436 | +34.8% | 0.03% | +33.3% |
| Q1 2023 | $430,115 | +112495.5% | 5,515 | +3.7% | 0.02% | +23.5% |
| Q4 2022 | $382 | -99.9% | 5,320 | +4.7% | 0.02% | +6.2% |
| Q3 2022 | $340,000 | +23.2% | 5,082 | +32.3% | 0.02% | +33.3% |
| Q2 2022 | $276,000 | -67.0% | 3,841 | -60.2% | 0.01% | -58.6% |
| Q1 2022 | $836,000 | -7.0% | 9,653 | -0.2% | 0.03% | 0.0% |
| Q4 2021 | $899,000 | +22.6% | 9,669 | +9.7% | 0.03% | +93.3% |
| Q3 2021 | $733,000 | – | 8,812 | – | 0.02% | – |
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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% |