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 | $1,649 | +9.1% | 20,261 | +12.8% | 0.06% | +10.9% |
| Q2 2023 | $1,512 | +6.9% | 17,963 | -0.9% | 0.06% | +1.9% |
| Q1 2023 | $1,414 | -0.1% | 18,129 | -8.1% | 0.05% | -6.9% |
| Q4 2022 | $1,416 | -99.9% | 19,721 | +10.1% | 0.06% | -1.7% |
| Q3 2022 | $1,200,000 | +2.2% | 17,916 | +9.7% | 0.06% | +11.3% |
| Q2 2022 | $1,174,000 | -11.8% | 16,330 | +6.3% | 0.05% | -7.0% |
| Q1 2022 | $1,331,000 | +5.9% | 15,364 | +13.5% | 0.06% | +3.6% |
| Q4 2021 | $1,257,000 | +24.8% | 13,531 | +11.8% | 0.06% | +14.6% |
| Q3 2021 | $1,007,000 | +54.0% | 12,105 | +53.3% | 0.05% | +54.8% |
| Q2 2021 | $654,000 | +101.2% | 7,895 | +85.5% | 0.03% | +82.4% |
| Q1 2021 | $325,000 | +20.4% | 4,257 | +12.9% | 0.02% | +6.2% |
| Q4 2020 | $270,000 | – | 3,769 | – | 0.02% | – |
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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% |