ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. 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% | – |
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% |