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 | $542,272 | -76.2% | 6,661 | -75.4% | 0.00% | – |
| Q2 2023 | $2,282,101 | +39.6% | 27,113 | +29.4% | 0.00% | – |
| Q1 2023 | $1,634,670 | -61.9% | 20,960 | -64.9% | 0.00% | -100.0% |
| Q4 2022 | $4,289,309 | +31.5% | 59,748 | +31.7% | 0.00% | 0.0% |
| Q2 2022 | $3,263,000 | +252.0% | 45,378 | +323.9% | 0.00% | – |
| Q1 2022 | $927,000 | +42.6% | 10,705 | +52.9% | 0.00% | – |
| Q4 2021 | $650,000 | -51.2% | 7,000 | -36.8% | 0.00% | -100.0% |
| Q4 2019 | $1,331,000 | +352.7% | 11,078 | +317.3% | 0.00% | – |
| Q3 2019 | $294,000 | -89.4% | 2,655 | -89.5% | 0.00% | -100.0% |
| Q2 2019 | $2,765,000 | +708.5% | 25,286 | +690.7% | 0.00% | – |
| Q3 2018 | $342,000 | -83.7% | 3,198 | -87.4% | 0.00% | -100.0% |
| Q4 2016 | $2,093,000 | +30.5% | 25,408 | +22.4% | 0.00% | 0.0% |
| Q1 2015 | $1,604,000 | -37.5% | 20,760 | -38.1% | 0.00% | -33.3% |
| Q4 2014 | $2,568,000 | – | 33,524 | – | 0.00% | – |
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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% |