ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 426 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $846,452 | -3.3% | 10,397 | 0.0% | 0.09% | +2.3% |
| Q2 2023 | $875,149 | +14.4% | 10,397 | +6.0% | 0.09% | +8.9% |
| Q1 2023 | $764,860 | +17.3% | 9,807 | +7.9% | 0.08% | -2.5% |
| Q4 2022 | $652,305 | +7.3% | 9,086 | +0.1% | 0.08% | -4.7% |
| Q3 2022 | $608,000 | -6.7% | 9,074 | 0.0% | 0.08% | -2.3% |
| Q2 2022 | $652,000 | -11.9% | 9,074 | +6.2% | 0.09% | +3.6% |
| Q1 2022 | $740,000 | +17.6% | 8,544 | +26.3% | 0.08% | +23.5% |
| Q4 2021 | $629,000 | +10.2% | 6,766 | -1.3% | 0.07% | +518.2% |
| Q3 2021 | $571,000 | – | 6,857 | – | 0.01% | – |
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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% |