ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 484 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $972,535 | +0.8% | 9,365 | -2.2% | 0.03% | -6.1% |
| Q1 2024 | $965,236 | +18.6% | 9,575 | +5.2% | 0.03% | +10.0% |
| Q4 2023 | $814,099 | +9.7% | 9,104 | -0.1% | 0.03% | -14.3% |
| Q3 2023 | $742,250 | -3.3% | 9,117 | 0.0% | 0.04% | -12.5% |
| Q2 2023 | $767,414 | +6.6% | 9,117 | -1.2% | 0.04% | -4.8% |
| Q1 2023 | $719,837 | +3.9% | 9,230 | -4.4% | 0.04% | -10.6% |
| Q4 2022 | $692,753 | +7.2% | 9,650 | +0.0% | 0.05% | -4.1% |
| Q3 2022 | $646,000 | -6.9% | 9,649 | 0.0% | 0.05% | -7.5% |
| Q2 2022 | $694,000 | -17.1% | 9,649 | -0.1% | 0.05% | -8.6% |
| Q1 2022 | $837,000 | -5.8% | 9,659 | +0.9% | 0.06% | -9.4% |
| Q4 2021 | $889,000 | -26.7% | 9,573 | -34.3% | 0.06% | -29.7% |
| Q3 2021 | $1,213,000 | -4.5% | 14,574 | -5.0% | 0.09% | -9.9% |
| Q2 2021 | $1,270,000 | +24.8% | 15,337 | +15.0% | 0.10% | +6.3% |
| Q1 2021 | $1,018,000 | +6.7% | 13,331 | 0.0% | 0.10% | +6.7% |
| Q4 2020 | $954,000 | +70.1% | 13,331 | +203.8% | 0.09% | +39.1% |
| Q3 2020 | $561,000 | – | 4,388 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 237,094 | $19,844,749 | 13.03% |
| Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
| First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
| HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
| Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
| Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
| McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
| Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |