ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 453 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,979,038 | -0.8% | 19,057 | -3.7% | 0.07% | -14.1% |
| Q1 2024 | $1,995,498 | +13.3% | 19,795 | +2.4% | 0.08% | +1.3% |
| Q4 2023 | $1,760,687 | +11.9% | 19,338 | +0.1% | 0.08% | -2.5% |
| Q3 2023 | $1,573,281 | -3.8% | 19,325 | -0.5% | 0.08% | -3.7% |
| Q2 2023 | $1,635,121 | -3.4% | 19,426 | -10.5% | 0.08% | -9.9% |
| Q1 2023 | $1,693,034 | +47.9% | 21,708 | +36.2% | 0.09% | +33.8% |
| Q4 2022 | $1,144,352 | -18.0% | 15,940 | -23.5% | 0.07% | -22.7% |
| Q3 2022 | $1,396,000 | +10.4% | 20,848 | +18.5% | 0.09% | +4.8% |
| Q2 2022 | $1,265,000 | -13.8% | 17,597 | +3.8% | 0.08% | +12.0% |
| Q1 2022 | $1,468,000 | -20.4% | 16,947 | -14.6% | 0.08% | -18.5% |
| Q4 2021 | $1,844,000 | +12.6% | 19,840 | +0.8% | 0.09% | -2.1% |
| Q3 2021 | $1,638,000 | +4.4% | 19,689 | +3.9% | 0.09% | +5.6% |
| Q2 2021 | $1,569,000 | +17.3% | 18,947 | +8.1% | 0.09% | +8.5% |
| Q1 2021 | $1,338,000 | +1.8% | 17,533 | -4.6% | 0.08% | -7.9% |
| Q4 2020 | $1,314,000 | +26.1% | 18,378 | +125.6% | 0.09% | +11.2% |
| Q3 2020 | $1,042,000 | -0.4% | 8,147 | -8.1% | 0.08% | -7.0% |
| Q2 2020 | $1,046,000 | +81.0% | 8,861 | +49.1% | 0.09% | +24.6% |
| Q1 2020 | $578,000 | -47.1% | 5,943 | -34.7% | 0.07% | -12.7% |
| Q4 2019 | $1,093,000 | +4.8% | 9,104 | -3.3% | 0.08% | -4.8% |
| Q3 2019 | $1,043,000 | +12.9% | 9,410 | +11.4% | 0.08% | +10.7% |
| Q2 2019 | $924,000 | +0.9% | 8,450 | -2.8% | 0.08% | 0.0% |
| Q1 2019 | $916,000 | +16.8% | 8,689 | +3.1% | 0.08% | -2.6% |
| Q4 2018 | $784,000 | -3.7% | 8,429 | +10.6% | 0.08% | +14.9% |
| Q3 2018 | $814,000 | +21.9% | 7,623 | +15.3% | 0.07% | +15.5% |
| Q2 2018 | $668,000 | +16.0% | 6,613 | +12.1% | 0.06% | +11.5% |
| Q1 2018 | $576,000 | +39.8% | 5,898 | +40.5% | 0.05% | +30.0% |
| Q4 2017 | $412,000 | +13.8% | 4,198 | +7.5% | 0.04% | -2.4% |
| Q3 2017 | $362,000 | +17.5% | 3,904 | +13.2% | 0.04% | 0.0% |
| Q2 2017 | $308,000 | +33.9% | 3,449 | +30.2% | 0.04% | +32.3% |
| Q1 2017 | $230,000 | -65.5% | 2,650 | -69.3% | 0.03% | -69.0% |
| Q2 2016 | $667,000 | -68.8% | 8,620 | -69.2% | 0.10% | -69.2% |
| Q1 2016 | $2,140,000 | -2.3% | 27,950 | -3.4% | 0.32% | +3.2% |
| Q4 2015 | $2,190,000 | +121.7% | 28,930 | +107.8% | 0.32% | +81.0% |
| Q3 2015 | $988,000 | – | 13,920 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 237,094 | $19,844,749 | 13.03% |
| Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
| First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
| HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
| Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
| Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
| McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
| Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |