ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,342,777 | -5.3% | 16,494 | -2.1% | 0.02% | -4.5% |
| Q2 2023 | $1,418,180 | +14.9% | 16,849 | +6.5% | 0.02% | +4.8% |
| Q1 2023 | $1,234,348 | -3.8% | 15,827 | -11.5% | 0.02% | -8.7% |
| Q4 2022 | $1,283,246 | +181.4% | 17,875 | +162.5% | 0.02% | +91.7% |
| Q3 2022 | $456,000 | +1.1% | 6,810 | +8.6% | 0.01% | +20.0% |
| Q2 2022 | $451,000 | -6.8% | 6,268 | +12.3% | 0.01% | 0.0% |
| Q1 2022 | $484,000 | -24.8% | 5,583 | -19.4% | 0.01% | -23.1% |
| Q4 2021 | $644,000 | +12.8% | 6,928 | +1.0% | 0.01% | +18.2% |
| Q3 2021 | $571,000 | -15.5% | 6,858 | -15.9% | 0.01% | -31.2% |
| Q2 2021 | $676,000 | +9.4% | 8,158 | +0.8% | 0.02% | -5.9% |
| Q1 2021 | $618,000 | +6.7% | 8,094 | 0.0% | 0.02% | -10.5% |
| Q4 2020 | $579,000 | +11.8% | 8,094 | +100.0% | 0.02% | 0.0% |
| Q3 2020 | $518,000 | +6.4% | 4,047 | -1.9% | 0.02% | -9.5% |
| Q2 2020 | $487,000 | +34.9% | 4,125 | +11.2% | 0.02% | +10.5% |
| Q1 2020 | $361,000 | -8.1% | 3,711 | +13.7% | 0.02% | +11.8% |
| Q4 2019 | $393,000 | -6.0% | 3,265 | -13.2% | 0.02% | -5.6% |
| Q3 2019 | $418,000 | +26.7% | 3,762 | +24.6% | 0.02% | +20.0% |
| Q2 2019 | $330,000 | +4.1% | 3,020 | 0.0% | 0.02% | -6.2% |
| Q1 2019 | $317,000 | -70.5% | 3,020 | -70.0% | 0.02% | -69.8% |
| Q3 2018 | $1,075,000 | +7.2% | 10,078 | +1.0% | 0.05% | -8.6% |
| Q2 2018 | $1,003,000 | -9.8% | 9,980 | -12.1% | 0.06% | -13.4% |
| Q1 2018 | $1,112,000 | +69.3% | 11,356 | +69.7% | 0.07% | +67.5% |
| Q4 2017 | $657,000 | +5.0% | 6,690 | -0.8% | 0.04% | +5.3% |
| Q3 2017 | $626,000 | +169.8% | 6,743 | +160.0% | 0.04% | +153.3% |
| Q2 2017 | $232,000 | +3.1% | 2,593 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $225,000 | -85.7% | 2,593 | -86.4% | 0.02% | -87.3% |
| Q4 2016 | $1,572,000 | +659.4% | 19,092 | +636.3% | 0.12% | +637.5% |
| Q3 2016 | $207,000 | +3.5% | 2,593 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $200,000 | -33.3% | 2,593 | -33.9% | 0.02% | -36.0% |
| Q1 2016 | $300,000 | -40.9% | 3,923 | -41.6% | 0.02% | -41.9% |
| Q4 2015 | $508,000 | – | 6,723 | – | 0.04% | – |
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% |