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 | $426,181 | -27.9% | 5,235 | -25.5% | 0.01% | -21.4% |
| Q2 2023 | $591,126 | +4.4% | 7,023 | -3.3% | 0.01% | -6.7% |
| Q1 2023 | $566,363 | +56.9% | 7,262 | +44.5% | 0.02% | +25.0% |
| Q4 2022 | $360,888 | -18.0% | 5,027 | -23.5% | 0.01% | 0.0% |
| Q3 2022 | $440,000 | -20.3% | 6,574 | -14.4% | 0.01% | -52.0% |
| Q2 2022 | $552,000 | -17.1% | 7,684 | 0.0% | 0.02% | +38.9% |
| Q1 2022 | $666,000 | -6.7% | 7,684 | 0.0% | 0.02% | +20.0% |
| Q4 2021 | $714,000 | +11.7% | 7,684 | 0.0% | 0.02% | +25.0% |
| Q3 2021 | $639,000 | +3.1% | 7,684 | +2.7% | 0.01% | +9.1% |
| Q2 2021 | $620,000 | +8.6% | 7,484 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $571,000 | +6.7% | 7,484 | 0.0% | 0.01% | +22.2% |
| Q4 2020 | $535,000 | +11.7% | 7,484 | +100.0% | 0.01% | -10.0% |
| Q3 2020 | $479,000 | -13.2% | 3,742 | -20.0% | 0.01% | -23.1% |
| Q2 2020 | $552,000 | +21.1% | 4,678 | 0.0% | 0.01% | -23.5% |
| Q1 2020 | $456,000 | -28.1% | 4,678 | -11.4% | 0.02% | -29.2% |
| Q4 2019 | $634,000 | +8.4% | 5,278 | 0.0% | 0.02% | +9.1% |
| Q3 2019 | $585,000 | +1.4% | 5,278 | 0.0% | 0.02% | +15.8% |
| Q2 2019 | $577,000 | +3.6% | 5,278 | 0.0% | 0.02% | -5.0% |
| Q1 2019 | $557,000 | +102.5% | 5,278 | +78.4% | 0.02% | +66.7% |
| Q4 2018 | $275,000 | -13.0% | 2,958 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $316,000 | +5.7% | 2,958 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $299,000 | -2.6% | 2,958 | -26.8% | 0.01% | -16.7% |
| Q2 2015 | $307,000 | -1.6% | 4,040 | 0.0% | 0.01% | -7.7% |
| Q1 2015 | $312,000 | +1.0% | 4,040 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $309,000 | – | 4,040 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
| Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
| HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
| Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
| First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
| Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
| McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
| Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
| Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |