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 2022 | $1,480,000 | -6.9% | 22,100 | 0.0% | 0.09% | -7.0% |
| Q2 2022 | $1,589,000 | -17.0% | 22,100 | +0.0% | 0.10% | -22.5% |
| Q1 2022 | $1,914,000 | -6.6% | 22,098 | +0.2% | 0.13% | -2.3% |
| Q4 2021 | $2,050,000 | +11.6% | 22,062 | -0.1% | 0.13% | +3.1% |
| Q3 2021 | $1,837,000 | -1.3% | 22,077 | -1.8% | 0.13% | -4.5% |
| Q2 2021 | $1,862,000 | +8.8% | 22,476 | +0.3% | 0.13% | -2.2% |
| Q1 2021 | $1,711,000 | +3.9% | 22,401 | -2.6% | 0.14% | 0.0% |
| Q4 2020 | $1,646,000 | -4.6% | 23,007 | +70.6% | 0.14% | -16.5% |
| Q3 2020 | $1,725,000 | +8.4% | 13,484 | +0.0% | 0.16% | -7.3% |
| Q2 2020 | $1,591,000 | +19.6% | 13,483 | -1.3% | 0.18% | +6.0% |
| Q1 2020 | $1,330,000 | -17.5% | 13,656 | +1.7% | 0.17% | -2.3% |
| Q4 2019 | $1,613,000 | +6.6% | 13,428 | -1.6% | 0.17% | -2.3% |
| Q3 2019 | $1,513,000 | +1.7% | 13,640 | +0.3% | 0.18% | +1.2% |
| Q2 2019 | $1,487,000 | +3.7% | 13,594 | 0.0% | 0.17% | +0.6% |
| Q1 2019 | $1,434,000 | +18.5% | 13,594 | +4.5% | 0.17% | +13.2% |
| Q4 2018 | $1,210,000 | -11.0% | 13,012 | +2.2% | 0.15% | -0.7% |
| Q3 2018 | $1,360,000 | +2.7% | 12,736 | -2.9% | 0.15% | -20.3% |
| Q2 2018 | $1,324,000 | +3.4% | 13,113 | 0.0% | 0.19% | -1.0% |
| Q1 2018 | $1,281,000 | -0.5% | 13,113 | +0.0% | 0.19% | +1.6% |
| Q4 2017 | $1,288,000 | +4.5% | 13,112 | -1.2% | 0.19% | -0.5% |
| Q3 2017 | $1,232,000 | +4.0% | 13,266 | +0.0% | 0.19% | -0.5% |
| Q2 2017 | $1,185,000 | +3.0% | 13,265 | 0.0% | 0.19% | -0.5% |
| Q1 2017 | $1,151,000 | +6.3% | 13,265 | +0.9% | 0.19% | +5.4% |
| Q4 2016 | $1,083,000 | +3.0% | 13,145 | +0.7% | 0.18% | -4.2% |
| Q3 2016 | $1,051,000 | +5.3% | 13,054 | +1.2% | 0.19% | +7.9% |
| Q2 2016 | $998,000 | +10.0% | 12,899 | +8.8% | 0.18% | +9.9% |
| Q1 2016 | $907,000 | +11.2% | 11,854 | +9.9% | 0.16% | +18.2% |
| Q4 2015 | $816,000 | +16.2% | 10,782 | +9.0% | 0.14% | +10.5% |
| Q3 2015 | $702,000 | -6.8% | 9,894 | 0.0% | 0.12% | +0.8% |
| Q2 2015 | $753,000 | -1.6% | 9,894 | -0.1% | 0.12% | +12.8% |
| Q1 2015 | $765,000 | +0.9% | 9,902 | 0.0% | 0.11% | 0.0% |
| Q4 2014 | $758,000 | +4.3% | 9,902 | 0.0% | 0.11% | -0.9% |
| Q3 2014 | $727,000 | +9.8% | 9,902 | +9.4% | 0.11% | +44.7% |
| Q2 2014 | $662,000 | +4.3% | 9,049 | +0.1% | 0.08% | -2.6% |
| Q1 2014 | $635,000 | +1.8% | 9,036 | 0.0% | 0.08% | -9.3% |
| Q4 2013 | $624,000 | +9.7% | 9,036 | +0.0% | 0.09% | -9.5% |
| Q3 2013 | $569,000 | +4.4% | 9,035 | 0.0% | 0.10% | -2.1% |
| Q2 2013 | $545,000 | – | 9,035 | – | 0.10% | – |
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% |