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 | $1,148,789 | -7.4% | 11,062 | -10.1% | 0.00% | 0.0% |
| Q1 2024 | $1,240,467 | +17.4% | 12,305 | +6.1% | 0.00% | 0.0% |
| Q4 2023 | $1,056,180 | +24.6% | 11,600 | +11.4% | 0.00% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| 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% |