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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,034,901 | -13.3% | 86,413 | -10.4% | 0.01% | -7.1% |
| Q2 2023 | $8,114,176 | +4.4% | 96,402 | -3.3% | 0.01% | -6.7% |
| Q1 2023 | $7,772,736 | -5.4% | 99,663 | -12.9% | 0.02% | -11.8% |
| Q4 2022 | $8,213,876 | -45.3% | 114,414 | -49.0% | 0.02% | -48.5% |
| Q3 2022 | $15,026,000 | -24.8% | 224,374 | -19.2% | 0.03% | -23.3% |
| Q2 2022 | $19,971,000 | -6.6% | 277,756 | +12.5% | 0.04% | +7.5% |
| Q1 2022 | $21,381,000 | -25.7% | 246,841 | -20.3% | 0.04% | -25.9% |
| Q4 2021 | $28,792,000 | +19.5% | 309,858 | +7.0% | 0.05% | +10.2% |
| Q3 2021 | $24,098,000 | +5.0% | 289,600 | +4.5% | 0.05% | +4.3% |
| Q2 2021 | $22,954,000 | +8.5% | 277,119 | +0.0% | 0.05% | -2.1% |
| Q1 2021 | $21,152,000 | +12.0% | 277,006 | +4.9% | 0.05% | +2.1% |
| Q4 2020 | $18,884,000 | +178.0% | 263,970 | +397.1% | 0.05% | +147.4% |
| Q3 2020 | $6,794,000 | +20.4% | 53,102 | +11.1% | 0.02% | +5.6% |
| Q2 2020 | $5,642,000 | +27.7% | 47,808 | +5.4% | 0.02% | -5.3% |
| Q1 2020 | $4,418,000 | -8.8% | 45,366 | +12.5% | 0.02% | +18.8% |
| Q4 2019 | $4,843,000 | +22.3% | 40,315 | +12.9% | 0.02% | +14.3% |
| Q3 2019 | $3,959,000 | +10.8% | 35,699 | +9.3% | 0.01% | 0.0% |
| Q2 2019 | $3,572,000 | -5.4% | 32,659 | -8.7% | 0.01% | -12.5% |
| Q1 2019 | $3,774,000 | +16.1% | 35,781 | +2.3% | 0.02% | -5.9% |
| Q4 2018 | $3,251,000 | -22.5% | 34,960 | -11.0% | 0.02% | -10.5% |
| Q3 2018 | $4,195,000 | +6.0% | 39,284 | +0.2% | 0.02% | -5.0% |
| Q2 2018 | $3,959,000 | -5.9% | 39,221 | -8.9% | 0.02% | -16.7% |
| Q1 2018 | $4,209,000 | +4.4% | 43,068 | +5.0% | 0.02% | -4.0% |
| Q4 2017 | $4,031,000 | +11.0% | 41,031 | +4.9% | 0.02% | +8.7% |
| Q3 2017 | $3,631,000 | +18.3% | 39,108 | +13.8% | 0.02% | +9.5% |
| Q2 2017 | $3,069,000 | +9.5% | 34,362 | +6.4% | 0.02% | 0.0% |
| Q1 2017 | $2,803,000 | +585.3% | 32,310 | +550.6% | 0.02% | +600.0% |
| Q4 2016 | $409,000 | +6.8% | 4,966 | +4.3% | 0.00% | 0.0% |
| Q3 2016 | $383,000 | +6.7% | 4,763 | +2.7% | 0.00% | 0.0% |
| Q2 2016 | $359,000 | -13.3% | 4,637 | -14.2% | 0.00% | -40.0% |
| Q1 2016 | $414,000 | – | 5,405 | – | 0.01% | – |
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% |