ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,214,261 | +0.0% | 39,463 | +3.8% | 0.70% | +0.7% |
| Q2 2023 | $3,213,239 | +15.4% | 38,013 | +6.4% | 0.69% | +13.4% |
| Q1 2023 | $2,785,413 | +8.0% | 35,715 | -0.6% | 0.61% | +5.9% |
| Q4 2022 | $2,579,845 | +13.0% | 35,936 | +5.4% | 0.58% | +5.5% |
| Q3 2022 | $2,283,000 | -4.6% | 34,095 | +2.4% | 0.55% | +2.6% |
| Q2 2022 | $2,393,000 | -16.6% | 33,286 | +0.4% | 0.53% | -2.9% |
| Q1 2022 | $2,871,000 | -3.5% | 33,143 | +3.6% | 0.55% | +4.0% |
| Q4 2021 | $2,974,000 | +13.0% | 32,005 | +1.2% | 0.53% | +5.8% |
| Q3 2021 | $2,632,000 | -1.1% | 31,631 | -1.6% | 0.50% | -1.4% |
| Q2 2021 | $2,662,000 | +3.8% | 32,148 | -4.3% | 0.51% | -3.3% |
| Q1 2021 | $2,564,000 | +7.1% | 33,588 | +0.3% | 0.52% | +3.0% |
| Q4 2020 | $2,395,000 | +24.5% | 33,483 | +122.8% | 0.51% | -8.6% |
| Q3 2020 | $1,923,000 | +8.2% | 15,029 | -0.3% | 0.56% | -0.7% |
| Q2 2020 | $1,778,000 | +19.7% | 15,069 | -1.2% | 0.56% | +0.7% |
| Q1 2020 | $1,486,000 | -12.0% | 15,256 | +8.5% | 0.56% | +14.6% |
| Q4 2019 | $1,689,000 | +42.5% | 14,061 | +31.6% | 0.48% | +35.1% |
| Q3 2019 | $1,185,000 | – | 10,681 | – | 0.36% | – |
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% |