ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,455,103 | -5.4% | 42,441 | -2.2% | 0.00% | -20.0% |
| Q2 2023 | $3,651,444 | -1.3% | 43,382 | -8.5% | 0.01% | 0.0% |
| Q1 2023 | $3,697,812 | +7.6% | 47,414 | -0.9% | 0.01% | 0.0% |
| Q4 2022 | $3,436,133 | +11.3% | 47,864 | +3.9% | 0.01% | 0.0% |
| Q3 2022 | $3,086,000 | -6.3% | 46,072 | +0.6% | 0.01% | -16.7% |
| Q2 2022 | $3,294,000 | -17.1% | 45,804 | -0.2% | 0.01% | 0.0% |
| Q1 2022 | $3,973,000 | -9.1% | 45,876 | -2.5% | 0.01% | -14.3% |
| Q4 2021 | $4,373,000 | +9.1% | 47,064 | -2.3% | 0.01% | 0.0% |
| Q3 2021 | $4,010,000 | +7.8% | 48,187 | +7.2% | 0.01% | 0.0% |
| Q2 2021 | $3,721,000 | +22.0% | 44,936 | +12.5% | 0.01% | +16.7% |
| Q1 2021 | $3,050,000 | +28.4% | 39,947 | +20.3% | 0.01% | +20.0% |
| Q4 2020 | $2,376,000 | +38.5% | 33,217 | +147.8% | 0.01% | 0.0% |
| Q3 2020 | $1,715,000 | +14.1% | 13,404 | +5.3% | 0.01% | 0.0% |
| Q2 2020 | $1,503,000 | +14.5% | 12,734 | -5.6% | 0.01% | 0.0% |
| Q1 2020 | $1,313,000 | -16.3% | 13,487 | +3.3% | 0.01% | 0.0% |
| Q4 2019 | $1,568,000 | +23.3% | 13,053 | +13.9% | 0.01% | 0.0% |
| Q3 2019 | $1,272,000 | +8.3% | 11,464 | +6.8% | 0.01% | 0.0% |
| Q2 2019 | $1,174,000 | +5.4% | 10,737 | +1.6% | 0.01% | 0.0% |
| Q1 2019 | $1,114,000 | +14.3% | 10,564 | +0.7% | 0.01% | 0.0% |
| Q4 2018 | $975,000 | +61.7% | 10,486 | +85.6% | 0.01% | +66.7% |
| Q3 2018 | $603,000 | +74.3% | 5,650 | +64.9% | 0.00% | +50.0% |
| Q2 2018 | $346,000 | +186.0% | 3,427 | +175.7% | 0.00% | +100.0% |
| Q1 2018 | $121,000 | +348.1% | 1,243 | +352.0% | 0.00% | – |
| Q4 2017 | $27,000 | +3.8% | 275 | 0.0% | 0.00% | – |
| Q3 2017 | $26,000 | – | 275 | – | 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% |