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 | $5,273,882 | -2.9% | 64,781 | +0.4% | 0.43% | -2.7% |
| Q2 2023 | $5,430,122 | +5.3% | 64,513 | -2.4% | 0.45% | -0.7% |
| Q1 2023 | $5,156,112 | +103063.5% | 66,112 | -5.0% | 0.45% | -1.8% |
| Q4 2022 | $4,998 | -99.9% | 69,615 | +9.8% | 0.46% | +4.6% |
| Q3 2022 | $4,247,000 | -4.3% | 63,409 | +2.8% | 0.44% | +1.4% |
| Q2 2022 | $4,436,000 | -8.3% | 61,700 | +10.5% | 0.43% | +0.9% |
| Q1 2022 | $4,835,000 | -2.2% | 55,820 | +4.9% | 0.43% | -4.3% |
| Q4 2021 | $4,944,000 | +3.8% | 53,206 | -7.1% | 0.45% | -5.3% |
| Q3 2021 | $4,763,000 | -34.2% | 57,244 | -34.5% | 0.47% | -34.2% |
| Q2 2021 | $7,242,000 | -10.8% | 87,431 | -17.7% | 0.72% | -16.7% |
| Q1 2021 | $8,116,000 | +18.0% | 106,287 | +10.5% | 0.86% | +9.7% |
| Q4 2020 | $6,879,000 | +42.5% | 96,160 | +154.8% | 0.78% | +35.9% |
| Q3 2020 | $4,829,000 | +18.9% | 37,741 | +9.7% | 0.58% | +21.5% |
| Q2 2020 | $4,061,000 | +22.7% | 34,407 | +1.3% | 0.48% | +8.7% |
| Q1 2020 | $3,309,000 | -2.9% | 33,973 | +19.7% | 0.44% | +5.3% |
| Q4 2019 | $3,409,000 | +16.8% | 28,376 | +7.8% | 0.42% | +7.8% |
| Q3 2019 | $2,919,000 | +28.6% | 26,316 | +27.8% | 0.38% | +29.2% |
| Q2 2019 | $2,270,000 | +8.9% | 20,595 | +8.1% | 0.30% | +8.0% |
| Q1 2019 | $2,084,000 | +129.8% | 19,051 | +108.7% | 0.28% | +109.1% |
| Q4 2018 | $907,000 | +14.1% | 9,129 | +16.1% | 0.13% | -5.7% |
| Q3 2018 | $795,000 | +5.7% | 7,860 | +8.0% | 0.14% | +26.1% |
| Q2 2018 | $752,000 | +13.8% | 7,280 | +9.1% | 0.11% | +11.0% |
| Q1 2018 | $661,000 | +22.9% | 6,672 | +29.4% | 0.10% | +25.0% |
| Q4 2017 | $538,000 | +13.3% | 5,158 | +2.1% | 0.08% | +1.3% |
| Q3 2017 | $475,000 | +11.2% | 5,054 | +7.6% | 0.08% | +2.6% |
| Q2 2017 | $427,000 | +54.7% | 4,695 | +46.9% | 0.08% | +45.3% |
| Q1 2017 | $276,000 | +23.8% | 3,197 | +19.8% | 0.05% | +20.5% |
| Q4 2016 | $223,000 | – | 2,668 | – | 0.04% | – |
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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% |