ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 412 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,527,096 | -40.7% | 18,143 | -45.1% | 0.00% | -100.0% |
| Q1 2023 | $2,576,790 | -31.8% | 33,040 | -37.3% | 0.00% | 0.0% |
| Q4 2022 | $3,780,246 | +17.8% | 52,657 | +9.9% | 0.00% | 0.0% |
| Q3 2022 | $3,209,000 | +114.8% | 47,923 | +130.6% | 0.00% | – |
| Q2 2022 | $1,494,000 | -20.6% | 20,785 | -4.3% | 0.00% | – |
| Q1 2022 | $1,881,000 | -69.7% | 21,712 | -67.5% | 0.00% | – |
| Q4 2021 | $6,206,000 | +373.0% | 66,784 | +288.8% | 0.00% | – |
| Q1 2021 | $1,312,000 | -62.2% | 17,179 | -36.7% | 0.00% | -100.0% |
| Q3 2020 | $3,473,000 | +78.0% | 27,145 | +64.2% | 0.00% | – |
| Q2 2020 | $1,951,000 | -66.6% | 16,530 | -72.4% | 0.00% | -100.0% |
| Q1 2020 | $5,839,000 | +107.2% | 59,957 | +155.6% | 0.00% | +100.0% |
| Q4 2019 | $2,818,000 | +936.0% | 23,455 | +855.8% | 0.00% | – |
| Q3 2019 | $272,000 | -87.6% | 2,454 | -87.7% | 0.00% | – |
| Q2 2019 | $2,187,000 | +25.2% | 20,004 | +20.8% | 0.00% | -100.0% |
| Q1 2019 | $1,747,000 | +211.4% | 16,560 | +198.2% | 0.00% | – |
| Q2 2018 | $561,000 | +22.2% | 5,553 | +18.8% | 0.00% | – |
| Q4 2017 | $459,000 | -77.9% | 4,673 | -79.1% | 0.00% | -100.0% |
| Q3 2017 | $2,079,000 | +876.1% | 22,390 | +811.6% | 0.00% | – |
| Q1 2017 | $213,000 | -92.8% | 2,456 | -93.1% | 0.00% | -100.0% |
| Q4 2016 | $2,948,000 | +61.1% | 35,783 | +49.7% | 0.00% | 0.0% |
| Q1 2016 | $1,830,000 | +145.3% | 23,903 | +143.9% | 0.00% | – |
| Q2 2015 | $746,000 | -52.7% | 9,801 | -54.4% | 0.00% | -100.0% |
| Q3 2014 | $1,577,000 | -58.2% | 21,490 | -58.3% | 0.00% | -50.0% |
| Q2 2014 | $3,773,000 | +74.6% | 51,568 | +67.6% | 0.00% | +100.0% |
| Q1 2014 | $2,161,000 | -11.0% | 30,763 | -20.3% | 0.00% | 0.0% |
| Q3 2013 | $2,429,000 | – | 38,591 | – | 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% |