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 | $847,885 | -8.0% | 10,415 | -4.9% | 0.00% | 0.0% |
| Q2 2023 | $922,082 | +33.8% | 10,955 | +24.0% | 0.00% | 0.0% |
| Q1 2023 | $688,964 | +17.0% | 8,834 | +7.7% | 0.00% | 0.0% |
| Q4 2022 | $588,678 | -99.9% | 8,200 | +5.6% | 0.00% | 0.0% |
| Q3 2022 | $519,888,000 | -5.7% | 7,763 | +1.3% | 0.00% | 0.0% |
| Q2 2022 | $551,114,000 | -34.0% | 7,665 | -20.5% | 0.00% | 0.0% |
| Q1 2022 | $835,190,000 | +17.5% | 9,642 | +26.1% | 0.00% | 0.0% |
| Q4 2021 | $710,559,000 | +20.3% | 7,647 | +7.7% | 0.00% | 0.0% |
| Q3 2021 | $590,708,000 | -13.5% | 7,099 | -13.9% | 0.00% | 0.0% |
| Q2 2021 | $683,265,000 | +36.5% | 8,249 | +25.8% | 0.00% | 0.0% |
| Q1 2021 | $500,693,000 | – | 6,557 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |