ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 407 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $151,260 | -88.8% | 1,858 | -88.4% | 0.01% | -88.9% |
| Q2 2023 | $1,353,117 | +88281.3% | 16,076 | -18.1% | 0.04% | -8.2% |
| Q1 2023 | $1,531 | +6024.0% | 19,626 | +5444.1% | 0.05% | +4800.0% |
| Q4 2022 | $25 | -100.0% | 354 | -97.7% | 0.00% | -94.1% |
| Q3 2022 | $1,042,000 | -40.6% | 15,552 | -36.3% | 0.02% | -56.4% |
| Q2 2022 | $1,755,000 | +25.1% | 24,409 | +50.7% | 0.04% | +200.0% |
| Q1 2022 | $1,403,000 | +42.4% | 16,202 | +52.8% | 0.01% | -23.5% |
| Q4 2021 | $985,000 | -39.6% | 10,603 | -45.9% | 0.02% | -59.5% |
| Q3 2021 | $1,631,000 | +170.5% | 19,600 | +169.3% | 0.04% | +162.5% |
| Q2 2021 | $603,000 | +123.3% | 7,277 | +105.5% | 0.02% | +220.0% |
| Q1 2021 | $270,000 | -33.5% | 3,541 | +11.7% | 0.01% | +25.0% |
| Q3 2020 | $406,000 | +5.5% | 3,170 | -1.1% | 0.00% | -87.5% |
| Q4 2019 | $385,000 | +1504.2% | 3,206 | +1377.4% | 0.03% | +1500.0% |
| Q3 2019 | $24,000 | -97.3% | 217 | -97.4% | 0.00% | -96.7% |
| Q2 2019 | $901,000 | -32.6% | 8,243 | -34.9% | 0.06% | -24.7% |
| Q1 2019 | $1,336,000 | +55.5% | 12,662 | +57.4% | 0.08% | +28.6% |
| Q3 2018 | $859,000 | -53.2% | 8,042 | -55.8% | 0.06% | -38.8% |
| Q2 2018 | $1,836,000 | +222.1% | 18,192 | +212.0% | 0.10% | +110.2% |
| Q1 2018 | $570,000 | +37.3% | 5,830 | +38.1% | 0.05% | -9.3% |
| Q4 2017 | $415,000 | +41400.0% | 4,223 | +38290.9% | 0.05% | – |
| Q1 2017 | $1,000 | -85.7% | 11 | -87.1% | 0.00% | -100.0% |
| Q3 2016 | $7,000 | 0.0% | 85 | -2.3% | 0.00% | 0.0% |
| Q1 2016 | $7,000 | – | 87 | – | 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% |