ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 484 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $328,582 | -45.3% | 3,164 | -46.9% | 0.01% | -57.1% |
Q1 2024 | $600,727 | +1742.9% | 5,959 | +1564.5% | 0.01% | – |
Q4 2023 | $32,596 | -78.5% | 358 | -80.7% | 0.00% | -100.0% |
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 | 237,094 | $19,844,749 | 13.03% |
Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |