ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 419 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - 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% | – |
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% |