ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 407 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $93,621 | -3.3% | 1,150 | 0.0% | 0.00% | -33.3% |
| Q2 2023 | $96,795 | +7.9% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $89,688 | +107957.8% | 1,150 | 0.0% | 0.00% | +50.0% |
| Q4 2022 | $83 | -99.9% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $77,000 | -7.2% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $83,000 | -17.0% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $100,000 | -6.5% | 1,150 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $107,000 | +11.5% | 1,150 | 0.0% | 0.00% | +50.0% |
| Q3 2021 | $96,000 | +1.1% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $95,000 | +8.0% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $88,000 | +7.3% | 1,150 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $82,000 | +10.8% | 1,150 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $74,000 | +8.8% | 575 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $68,000 | +21.4% | 575 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $56,000 | -18.8% | 575 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $69,000 | +13.1% | 575 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $61,000 | +29.8% | 575 | 0.0% | 0.00% | -33.3% |
| Q4 2016 | $47,000 | – | 575 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |