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 | $142,828 | -3.3% | 1,754 | 0.0% | 0.02% | +9.1% |
| Q2 2023 | $147,671 | +7.9% | 1,754 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $136,828 | -34.6% | 1,754 | -39.8% | 0.02% | -37.1% |
| Q4 2022 | $209,275 | -99.9% | 2,915 | 0.0% | 0.04% | -2.8% |
| Q3 2022 | $195,224,000 | -6.9% | 2,915 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $209,596,000 | -17.0% | 2,915 | 0.0% | 0.04% | -7.7% |
| Q1 2022 | $252,507,000 | -6.8% | 2,915 | 0.0% | 0.04% | -2.5% |
| Q4 2021 | $270,872,000 | -1.5% | 2,915 | -11.8% | 0.04% | -9.1% |
| Q3 2021 | $275,018,000 | +0.5% | 3,305 | 0.0% | 0.04% | -4.3% |
| Q2 2021 | $273,762,000 | +8.5% | 3,305 | 0.0% | 0.05% | -6.1% |
| Q1 2021 | $252,378,000 | +6.7% | 3,305 | 0.0% | 0.05% | -2.0% |
| Q4 2020 | $236,447,000 | +11.8% | 3,305 | +99.9% | 0.05% | 0.0% |
| Q3 2020 | $211,515,000 | +8.4% | 1,653 | 0.0% | 0.05% | +8.7% |
| Q2 2020 | $195,100,000 | +21.2% | 1,653 | 0.0% | 0.05% | -4.2% |
| Q1 2020 | $160,996,000 | -18.9% | 1,653 | 0.0% | 0.05% | -2.0% |
| Q4 2019 | $198,588,000 | +8.3% | 1,653 | 0.0% | 0.05% | -10.9% |
| Q3 2019 | $183,346,000 | +1.4% | 1,653 | 0.0% | 0.06% | -6.8% |
| Q2 2019 | $180,784,000 | – | 1,653 | – | 0.06% | – |
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% |