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 | $2,334,106 | +10.6% | 28,671 | +14.4% | 0.01% | +12.5% |
| Q2 2023 | $2,109,637 | +28.0% | 25,064 | +18.6% | 0.01% | +14.3% |
| Q1 2023 | $1,648,475 | -44.1% | 21,137 | -48.5% | 0.01% | -46.2% |
| Q4 2022 | $2,946,692 | +147.2% | 41,046 | +130.7% | 0.01% | +116.7% |
| Q3 2022 | $1,192,000 | +53.2% | 17,792 | +64.5% | 0.01% | +100.0% |
| Q2 2022 | $778,000 | +327.5% | 10,815 | +413.5% | 0.00% | +200.0% |
| Q1 2022 | $182,000 | -9.0% | 2,106 | -2.0% | 0.00% | 0.0% |
| Q4 2021 | $200,000 | +17.6% | 2,150 | +5.5% | 0.00% | 0.0% |
| Q3 2021 | $170,000 | +1.8% | 2,038 | +1.0% | 0.00% | 0.0% |
| Q2 2021 | $167,000 | -6.2% | 2,017 | -13.4% | 0.00% | 0.0% |
| Q1 2021 | $178,000 | +42.4% | 2,330 | +33.1% | 0.00% | 0.0% |
| Q4 2020 | $125,000 | +48.8% | 1,750 | +168.0% | 0.00% | 0.0% |
| Q3 2020 | $84,000 | +546.2% | 653 | +493.6% | 0.00% | – |
| Q2 2020 | $13,000 | +30.0% | 110 | +4.8% | 0.00% | – |
| Q1 2020 | $10,000 | – | 105 | +10400.0% | 0.00% | – |
| Q3 2017 | $0 | – | 1 | -80.0% | 0.00% | – |
| Q1 2017 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q4 2016 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q3 2016 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q2 2016 | $0 | -100.0% | 5 | -99.9% | 0.00% | -100.0% |
| Q1 2016 | $657,000 | -1.2% | 8,580 | -2.2% | 0.01% | -8.3% |
| Q4 2015 | $665,000 | – | 8,776 | – | 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% |