ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 414 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $991,871 | +14.5% | 9,551 | +11.2% | 0.02% | +13.3% |
Q1 2024 | $865,958 | +15.8% | 8,590 | +4.6% | 0.02% | +7.1% |
Q4 2023 | $747,521 | +10.2% | 8,210 | -1.5% | 0.01% | 0.0% |
Q3 2023 | $678,552 | -3.3% | 8,335 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $701,557 | +7.0% | 8,335 | -0.9% | 0.01% | 0.0% |
Q1 2023 | $655,896 | +11.4% | 8,410 | +2.5% | 0.01% | 0.0% |
Q4 2022 | $589,037 | +11.3% | 8,205 | +3.8% | 0.01% | +27.3% |
Q3 2022 | $529,000 | -6.9% | 7,905 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $568,000 | -15.7% | 7,905 | +1.6% | 0.01% | -8.3% |
Q1 2022 | $674,000 | -4.0% | 7,780 | +3.0% | 0.01% | 0.0% |
Q4 2021 | $702,000 | +11.8% | 7,550 | 0.0% | 0.01% | +9.1% |
Q3 2021 | $628,000 | +0.2% | 7,550 | -0.3% | 0.01% | 0.0% |
Q2 2021 | $627,000 | +11.2% | 7,575 | +2.6% | 0.01% | 0.0% |
Q1 2021 | $564,000 | +25.9% | 7,385 | +18.0% | 0.01% | +22.2% |
Q4 2020 | $448,000 | +12.0% | 6,260 | +100.0% | 0.01% | 0.0% |
Q3 2020 | $400,000 | +9.6% | 3,130 | +1.3% | 0.01% | 0.0% |
Q2 2020 | $365,000 | +21.3% | 3,090 | 0.0% | 0.01% | +12.5% |
Q1 2020 | $301,000 | -18.9% | 3,090 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $371,000 | +8.2% | 3,090 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $343,000 | +7.9% | 3,090 | +6.2% | 0.01% | +14.3% |
Q2 2019 | $318,000 | +3.6% | 2,910 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $307,000 | +13.3% | 2,910 | 0.0% | 0.01% | +16.7% |
Q4 2018 | $271,000 | -41.1% | 2,910 | -32.4% | 0.01% | -40.0% |
Q3 2018 | $460,000 | +5.7% | 4,305 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $435,000 | +29.5% | 4,305 | +25.2% | 0.01% | +42.9% |
Q1 2018 | $336,000 | -8.2% | 3,438 | -7.6% | 0.01% | -12.5% |
Q4 2017 | $366,000 | – | 3,722 | – | 0.01% | – |
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% |