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 | $361 | -8.8% | 4,431 | -5.7% | 0.02% | -5.3% |
Q2 2023 | $396 | +7.9% | 4,700 | 0.0% | 0.02% | +5.6% |
Q1 2023 | $367 | -14.1% | 4,700 | -20.9% | 0.02% | -21.7% |
Q4 2022 | $427 | -99.9% | 5,944 | -2.0% | 0.02% | 0.0% |
Q3 2022 | $406,000 | -23.5% | 6,064 | -17.9% | 0.02% | -20.7% |
Q2 2022 | $531,000 | +40.5% | 7,383 | +69.1% | 0.03% | +70.6% |
Q1 2022 | $378,000 | -35.6% | 4,365 | -30.9% | 0.02% | -32.0% |
Q4 2021 | $587,000 | +8.3% | 6,320 | -2.9% | 0.02% | -3.8% |
Q3 2021 | $542,000 | -32.9% | 6,511 | -33.2% | 0.03% | -31.6% |
Q2 2021 | $808,000 | +18.0% | 9,751 | +8.7% | 0.04% | 0.0% |
Q1 2021 | $685,000 | – | 8,969 | – | 0.04% | – |
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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% |