ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,253,632 | -1.1% | 64,533 | +2.3% | 1.12% | +2.9% |
| Q2 2023 | $5,310,117 | +4.5% | 63,088 | -3.1% | 1.09% | -3.6% |
| Q1 2023 | $5,079,723 | +109708.1% | 65,133 | +1.1% | 1.13% | +1.5% |
| Q4 2022 | $4,626 | -99.9% | 64,438 | +0.8% | 1.11% | -7.0% |
| Q3 2022 | $4,279,000 | -6.2% | 63,900 | +0.7% | 1.20% | -5.6% |
| Q2 2022 | $4,563,000 | -10.4% | 63,460 | +7.9% | 1.27% | +8.9% |
| Q1 2022 | $5,095,000 | +0.3% | 58,815 | +7.6% | 1.16% | +1.6% |
| Q4 2021 | $5,079,000 | +15.2% | 54,655 | +3.1% | 1.15% | +6.0% |
| Q3 2021 | $4,410,000 | +1.6% | 52,993 | +1.1% | 1.08% | +2.5% |
| Q2 2021 | $4,341,000 | +9.3% | 52,409 | +0.7% | 1.06% | +0.3% |
| Q1 2021 | $3,973,000 | +20.8% | 52,036 | +14.1% | 1.05% | +15.4% |
| Q4 2020 | $3,289,000 | -36.5% | 45,622 | +11.2% | 0.91% | +9.4% |
| Q3 2020 | $5,176,000 | +112.9% | 41,034 | +109.5% | 0.83% | +4.9% |
| Q2 2020 | $2,431,000 | +34.3% | 19,583 | +5.4% | 0.80% | +2.4% |
| Q1 2020 | $1,810,000 | -17.4% | 18,587 | +1.9% | 0.78% | -3.0% |
| Q4 2019 | $2,190,000 | +30.1% | 18,232 | +20.1% | 0.80% | +21.6% |
| Q3 2019 | $1,683,000 | – | 15,183 | – | 0.66% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 254,829 | $22,073,000 | 5.80% |
| First Affirmative Financial Network | 55,175 | $4,779,000 | 4.58% |
| HILL ISLAND FINANCIAL LLC | 137,447 | $11,906,000 | 4.38% |
| Laurel Wealth Planning LLC | 72,856 | $6,311,000 | 4.26% |
| Prostatis Group LLC | 51,616 | $4,471,010 | 3.58% |
| Financial Insights, Inc. | 38,100 | $3,300,000 | 3.03% |
| Mascoma Wealth Management LLC | 102,278 | $8,859,000 | 2.82% |
| One Capital Management, LLC | 525,489 | $45,516,000 | 2.41% |
| Cribstone Capital Management, LLC | 44,370 | $3,843,000 | 2.10% |
| McClarren Financial Advisors, Inc. | 30,766 | $2,664,000 | 1.93% |