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 ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |