ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 484 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $23,055 | +3.0% | 222 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $22,380 | +10.7% | 222 | 0.0% | 0.00% | -50.0% |
| Q4 2023 | $20,213 | +11.8% | 222 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $18,073 | -3.3% | 222 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $18,686 | +7.9% | 222 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $17,314 | +8.6% | 222 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $15,937 | – | 222 | – | 0.00% | – |
Download | ||||||
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% |