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 | $2,098,994 | +97301.1% | 25,783 | +0.7% | 0.06% | 0.0% |
| Q2 2023 | $2,155 | +36.3% | 25,605 | +26.3% | 0.06% | +24.0% |
| Q1 2023 | $1,581 | +7.9% | 20,274 | -0.7% | 0.05% | +2.0% |
| Q4 2022 | $1,465 | -99.9% | 20,411 | -1.2% | 0.05% | -5.8% |
| Q3 2022 | $1,384,000 | -6.9% | 20,663 | 0.0% | 0.05% | -1.9% |
| Q2 2022 | $1,486,000 | -19.5% | 20,663 | -3.0% | 0.05% | -7.0% |
| Q1 2022 | $1,845,000 | +4.9% | 21,301 | +12.6% | 0.06% | +9.6% |
| Q4 2021 | $1,758,000 | +10.9% | 18,921 | -0.6% | 0.05% | -1.9% |
| Q3 2021 | $1,585,000 | +34.1% | 19,044 | +33.5% | 0.05% | +35.9% |
| Q2 2021 | $1,182,000 | +8.6% | 14,265 | +0.1% | 0.04% | +2.6% |
| Q1 2021 | $1,088,000 | +6.9% | 14,252 | +0.1% | 0.04% | -2.6% |
| Q4 2020 | $1,018,000 | +15.7% | 14,232 | +106.9% | 0.04% | +2.6% |
| Q3 2020 | $880,000 | +13.8% | 6,879 | +5.0% | 0.04% | +2.7% |
| Q2 2020 | $773,000 | +23.3% | 6,550 | +1.8% | 0.04% | 0.0% |
| Q1 2020 | $627,000 | -16.6% | 6,437 | +2.9% | 0.04% | +2.8% |
| Q4 2019 | $752,000 | +30.1% | 6,257 | +20.1% | 0.04% | +20.0% |
| Q3 2019 | $578,000 | +1.4% | 5,209 | 0.0% | 0.03% | -3.2% |
| Q2 2019 | $570,000 | -3.1% | 5,209 | -6.6% | 0.03% | -8.8% |
| Q1 2019 | $588,000 | +23.0% | 5,576 | +8.5% | 0.03% | +9.7% |
| Q4 2018 | $478,000 | +36.2% | 5,141 | +56.3% | 0.03% | +55.0% |
| Q3 2018 | $351,000 | – | 3,289 | – | 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% |