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 | $56,395,052 | +12.6% | 692,729 | +16.4% | 0.04% | +8.3% |
| Q2 2023 | $50,106,363 | +2.3% | 595,300 | -5.2% | 0.04% | -5.3% |
| Q1 2023 | $48,998,146 | +13.8% | 628,262 | +4.7% | 0.04% | +2.7% |
| Q4 2022 | $43,068,924 | +19.4% | 599,929 | +11.4% | 0.04% | +5.7% |
| Q3 2022 | $36,070,000 | +62.0% | 538,593 | +73.9% | 0.04% | +66.7% |
| Q2 2022 | $22,268,000 | -15.0% | 309,707 | +2.4% | 0.02% | -8.7% |
| Q1 2022 | $26,211,000 | -3.2% | 302,593 | +3.9% | 0.02% | 0.0% |
| Q4 2021 | $27,072,000 | +20.5% | 291,352 | +7.9% | 0.02% | +9.5% |
| Q3 2021 | $22,468,000 | +15.5% | 270,017 | +15.0% | 0.02% | +5.0% |
| Q2 2021 | $19,447,000 | +15.8% | 234,783 | +6.7% | 0.02% | +5.3% |
| Q1 2021 | $16,796,000 | +15.3% | 219,962 | +8.0% | 0.02% | 0.0% |
| Q4 2020 | $14,573,000 | +24.6% | 203,702 | +122.8% | 0.02% | +5.6% |
| Q3 2020 | $11,696,000 | +7.3% | 91,409 | -1.0% | 0.02% | -5.3% |
| Q2 2020 | $10,898,000 | +5.5% | 92,338 | -13.0% | 0.02% | -13.6% |
| Q1 2020 | $10,334,000 | -11.8% | 106,109 | +8.8% | 0.02% | +4.8% |
| Q4 2019 | $11,716,000 | +27.5% | 97,527 | +17.7% | 0.02% | +10.5% |
| Q3 2019 | $9,191,000 | +20.9% | 82,871 | +19.2% | 0.02% | +18.8% |
| Q2 2019 | $7,603,000 | +0.3% | 69,526 | -3.3% | 0.02% | -5.9% |
| Q1 2019 | $7,583,000 | +16.3% | 71,890 | +2.6% | 0.02% | 0.0% |
| Q4 2018 | $6,518,000 | -8.9% | 70,082 | +4.6% | 0.02% | 0.0% |
| Q3 2018 | $7,154,000 | +15.3% | 66,992 | +9.0% | 0.02% | +6.2% |
| Q2 2018 | $6,203,000 | +15.8% | 61,450 | +12.1% | 0.02% | +6.7% |
| Q1 2018 | $5,356,000 | +14.1% | 54,814 | +14.7% | 0.02% | +7.1% |
| Q4 2017 | $4,696,000 | +25.3% | 47,806 | +18.4% | 0.01% | +7.7% |
| Q3 2017 | $3,747,000 | +16.3% | 40,361 | +11.9% | 0.01% | +8.3% |
| Q2 2017 | $3,223,000 | +23.0% | 36,083 | +19.2% | 0.01% | -33.3% |
| Q1 2017 | $2,620,000 | +6.7% | 30,273 | +2.4% | 0.02% | -5.3% |
| Q4 2016 | $2,456,000 | -12.1% | 29,573 | -15.5% | 0.02% | -29.6% |
| Q3 2016 | $2,793,000 | +4.8% | 35,002 | +1.8% | 0.03% | +22.7% |
| Q2 2016 | $2,664,000 | -46.0% | 34,383 | -46.9% | 0.02% | +57.1% |
| Q1 2016 | $4,936,000 | -5.1% | 64,729 | -7.0% | 0.01% | 0.0% |
| Q4 2015 | $5,200,000 | +122.6% | 69,625 | +119.5% | 0.01% | +7.7% |
| Q3 2015 | $2,336,000 | -3.1% | 31,716 | +0.7% | 0.01% | +8.3% |
| Q2 2015 | $2,410,000 | -0.8% | 31,498 | -0.3% | 0.01% | 0.0% |
| Q1 2015 | $2,430,000 | +5.5% | 31,593 | +5.0% | 0.01% | -7.7% |
| Q4 2014 | $2,303,000 | +16.8% | 30,075 | +10.5% | 0.01% | +8.3% |
| Q3 2014 | $1,972,000 | +0.1% | 27,217 | +1.0% | 0.01% | +9.1% |
| Q2 2014 | $1,971,000 | +26.6% | 26,957 | +21.6% | 0.01% | +10.0% |
| Q1 2014 | $1,557,000 | +4.4% | 22,169 | +2.7% | 0.01% | +11.1% |
| Q4 2013 | $1,492,000 | +32.2% | 21,589 | +22.3% | 0.01% | +12.5% |
| Q3 2013 | $1,129,000 | +92.0% | 17,656 | +80.9% | 0.01% | +100.0% |
| Q2 2013 | $588,000 | – | 9,761 | – | 0.00% | – |
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% |