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 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $2,292 | -1.1% | 27,228 | -8.4% | 0.02% | 0.0% |
| Q1 2023 | $2,317 | -6.6% | 29,709 | -14.1% | 0.02% | -4.0% |
| Q4 2022 | $2,482 | -99.9% | 34,569 | -4.2% | 0.02% | +4.2% |
| Q3 2022 | $2,418,000 | -23.8% | 36,102 | -18.2% | 0.02% | -14.3% |
| Q2 2022 | $3,174,000 | -0.9% | 44,133 | +19.4% | 0.03% | +16.7% |
| Q1 2022 | $3,203,000 | +48.8% | 36,974 | +59.6% | 0.02% | +60.0% |
| Q4 2021 | $2,153,000 | +47.8% | 23,167 | +103.5% | 0.02% | +25.0% |
| Q3 2021 | $1,457,000 | -18.5% | 11,387 | -47.2% | 0.01% | -7.7% |
| Q2 2021 | $1,788,000 | +10.6% | 21,584 | -4.5% | 0.01% | +8.3% |
| Q1 2021 | $1,616,000 | 0.0% | 22,594 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $1,616,000 | +10.9% | 22,594 | +98.4% | 0.01% | 0.0% |
| Q3 2020 | $1,457,000 | +10.7% | 11,387 | +2.1% | 0.01% | +9.1% |
| Q2 2020 | $1,316,000 | +23.9% | 11,150 | +2.3% | 0.01% | +10.0% |
| Q1 2020 | $1,062,000 | +128.4% | 10,903 | +181.4% | 0.01% | +150.0% |
| Q4 2019 | $465,000 | +12.9% | 3,874 | +4.2% | 0.00% | +33.3% |
| Q3 2019 | $412,000 | +17.0% | 3,718 | +15.5% | 0.00% | 0.0% |
| Q2 2019 | $352,000 | +96.6% | 3,219 | +89.4% | 0.00% | +50.0% |
| Q1 2019 | $179,000 | +38.8% | 1,700 | +22.4% | 0.00% | +100.0% |
| Q4 2018 | $129,000 | – | 1,389 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 254,829 | $22,073,000 | 5.80% |
| First Affirmative Financial Network | 55,175 | $4,779,000 | 4.58% |
| HILL ISLAND FINANCIAL LLC | 137,447 | $11,906,000 | 4.38% |
| Laurel Wealth Planning LLC | 72,856 | $6,311,000 | 4.26% |
| Prostatis Group LLC | 51,616 | $4,471,010 | 3.58% |
| Financial Insights, Inc. | 38,100 | $3,300,000 | 3.03% |
| Mascoma Wealth Management LLC | 102,278 | $8,859,000 | 2.82% |
| One Capital Management, LLC | 525,489 | $45,516,000 | 2.41% |
| Cribstone Capital Management, LLC | 44,370 | $3,843,000 | 2.10% |
| McClarren Financial Advisors, Inc. | 30,766 | $2,664,000 | 1.93% |