ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 426 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $542,068 | -3.2% | 6,658 | +0.0% | 0.05% | +2.1% |
| Q2 2023 | $560,277 | +4.6% | 6,656 | -3.1% | 0.05% | -2.0% |
| Q1 2023 | $535,718 | -23.4% | 6,869 | -29.5% | 0.05% | -29.0% |
| Q4 2022 | $699,744 | -0.3% | 9,747 | -7.0% | 0.07% | -1.4% |
| Q3 2022 | $702,000 | +49.7% | 10,485 | +60.9% | 0.07% | +52.2% |
| Q2 2022 | $469,000 | -15.6% | 6,518 | +1.6% | 0.05% | +31.4% |
| Q1 2022 | $556,000 | +5.9% | 6,416 | +13.5% | 0.04% | +9.4% |
| Q4 2021 | $525,000 | +14.6% | 5,652 | +2.7% | 0.03% | 0.0% |
| Q3 2021 | $458,000 | +6.0% | 5,506 | +5.5% | 0.03% | +10.3% |
| Q2 2021 | $432,000 | +66.8% | 5,221 | +54.0% | 0.03% | +61.1% |
| Q1 2021 | $259,000 | +9.3% | 3,390 | +2.5% | 0.02% | -5.3% |
| Q4 2020 | $237,000 | -21.3% | 3,308 | +40.6% | 0.02% | -26.9% |
| Q3 2020 | $301,000 | +17.6% | 2,352 | +8.3% | 0.03% | +23.8% |
| Q2 2020 | $256,000 | +24.3% | 2,172 | +2.5% | 0.02% | +10.5% |
| Q1 2020 | $206,000 | -18.9% | 2,118 | +0.2% | 0.02% | -13.6% |
| Q4 2019 | $254,000 | +8.5% | 2,114 | +0.4% | 0.02% | 0.0% |
| Q3 2019 | $234,000 | +27.9% | 2,106 | +26.2% | 0.02% | +10.0% |
| Q2 2019 | $183,000 | +4.0% | 1,669 | +0.2% | 0.02% | -9.1% |
| Q1 2019 | $176,000 | +11.4% | 1,666 | -2.1% | 0.02% | 0.0% |
| Q4 2018 | $158,000 | +43.6% | 1,702 | +64.6% | 0.02% | +57.1% |
| Q3 2018 | $110,000 | +5.8% | 1,034 | +0.5% | 0.01% | 0.0% |
| Q2 2018 | $104,000 | +2.0% | 1,029 | -1.5% | 0.01% | 0.0% |
| Q1 2018 | $102,000 | -1.0% | 1,045 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $103,000 | – | 1,045 | – | 0.02% | – |
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% |