ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 428 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,562,582 | +5.5% | 34,306 | +2.4% | 0.00% | +33.3% |
| Q1 2024 | $3,376,184 | +13.7% | 33,491 | +2.7% | 0.00% | 0.0% |
| Q4 2023 | $2,969,993 | -14.0% | 32,620 | -23.1% | 0.00% | -25.0% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 237,094 | $19,844,749 | 13.03% |
| Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
| First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
| HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
| Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
| Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
| McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
| Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |