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 2022 | $1,518,000 | -14.1% | 22,674 | -5.0% | 0.06% | -12.2% |
| Q2 2022 | $1,767,000 | -13.3% | 23,862 | +1.4% | 0.07% | -5.1% |
| Q1 2022 | $2,038,000 | +2.0% | 23,544 | +9.9% | 0.08% | -17.0% |
| Q4 2021 | $1,999,000 | +38.3% | 21,418 | +23.3% | 0.09% | +32.4% |
| Q3 2021 | $1,445,000 | -64.4% | 17,366 | -64.6% | 0.07% | -61.4% |
| Q2 2021 | $4,063,000 | +12.6% | 49,048 | +3.8% | 0.18% | -2.1% |
| Q1 2021 | $3,609,000 | +11.0% | 47,265 | +4.0% | 0.19% | +8.0% |
| Q4 2020 | $3,252,000 | +32.7% | 45,463 | +137.3% | 0.17% | -14.3% |
| Q3 2020 | $2,451,000 | +21.0% | 19,155 | +12.6% | 0.20% | +8.6% |
| Q2 2020 | $2,025,000 | +49.1% | 17,011 | +16.9% | 0.19% | +52.0% |
| Q1 2020 | $1,358,000 | -10.3% | 14,553 | +15.5% | 0.12% | +12.8% |
| Q4 2019 | $1,514,000 | +0.8% | 12,604 | -8.2% | 0.11% | -4.4% |
| Q3 2019 | $1,502,000 | +1.8% | 13,729 | +2.3% | 0.11% | +2.7% |
| Q2 2019 | $1,476,000 | +12.9% | 13,422 | +9.5% | 0.11% | +0.9% |
| Q1 2019 | $1,307,000 | +23.8% | 12,263 | +12.1% | 0.11% | +17.0% |
| Q4 2018 | $1,056,000 | – | 10,943 | – | 0.09% | – |
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% |