ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 443 filers reported holding ISHARES TR in Q2 2023. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Laurel Wealth Planning LLC | 108,700 | $7,776,000 | 7.58% |
| C-J Advisory, Inc. | 100,921 | $7,219,000 | 4.50% |
| Cribstone Capital Management, LLC | 54,588 | $3,905,000 | 2.68% |
| McClarren Financial Advisors, Inc. | 29,869 | $2,136,000 | 2.05% |
| Financial Insights, Inc. | 34,939 | $2,500,000 | 1.94% |
| Columbia Trust Co 01012016 | 36,655 | $2,622,000 | 1.82% |
| Asset Allocation & Management Company, LLC | 37,776 | $2,702,000 | 1.74% |
| SOA Wealth Advisors, LLC. | 83,409 | $6,254,000 | 1.70% |
| BigSur Wealth Management LLC | 40,000 | $2,862,000 | 1.62% |
| Trellis Advisors, LLC | 31,618 | $2,262,000 | 1.36% |