ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 426 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $476 | +14.7% | 5,213 | +2.8% | 0.01% | +14.3% |
| Q3 2023 | $415 | -2.8% | 5,073 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $427 | +7.8% | 5,073 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $396 | +8.8% | 5,073 | 0.0% | 0.01% | +14.3% |
| Q4 2022 | $364 | -99.9% | 5,073 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $340,000 | -6.8% | 5,073 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $365,000 | -16.9% | 5,073 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $439,000 | -6.8% | 5,073 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $471,000 | +11.6% | 5,073 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $422,000 | -5.2% | 5,073 | -5.6% | 0.01% | 0.0% |
| Q2 2021 | $445,000 | +8.5% | 5,373 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $410,000 | -7.7% | 5,373 | -13.5% | 0.01% | -11.1% |
| Q4 2020 | $444,000 | +25.8% | 6,208 | +125.1% | 0.01% | +12.5% |
| Q3 2020 | $353,000 | +8.6% | 2,758 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $325,000 | +20.8% | 2,758 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $269,000 | -16.7% | 2,758 | -5.2% | 0.01% | 0.0% |
| Q3 2019 | $323,000 | – | 2,908 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 254,829 | $22,073,000 | 5.80% |
| First Affirmative Financial Network | 55,175 | $4,779,000 | 4.58% |
| HILL ISLAND FINANCIAL LLC | 137,447 | $11,906,000 | 4.38% |
| Laurel Wealth Planning LLC | 72,856 | $6,311,000 | 4.26% |
| Prostatis Group LLC | 51,616 | $4,471,010 | 3.58% |
| Financial Insights, Inc. | 38,100 | $3,300,000 | 3.03% |
| Mascoma Wealth Management LLC | 102,278 | $8,859,000 | 2.82% |
| One Capital Management, LLC | 525,489 | $45,516,000 | 2.41% |
| Cribstone Capital Management, LLC | 44,370 | $3,843,000 | 2.10% |
| McClarren Financial Advisors, Inc. | 30,766 | $2,664,000 | 1.93% |