ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223 | -5.5% | 2,738 | -2.4% | 0.02% | -15.0% |
| Q2 2023 | $236 | +6.8% | 2,804 | -0.8% | 0.02% | -4.8% |
| Q1 2023 | $221 | -99.9% | 2,828 | +13.8% | 0.02% | -8.7% |
| Q1 2022 | $215,000 | -8.1% | 2,486 | -1.1% | 0.02% | -11.5% |
| Q4 2021 | $234,000 | +6.8% | 2,514 | -4.3% | 0.03% | -21.2% |
| Q3 2021 | $219,000 | -36.9% | 2,626 | -37.3% | 0.03% | -36.5% |
| Q2 2021 | $347,000 | -38.1% | 4,191 | -43.0% | 0.05% | -42.2% |
| Q1 2021 | $561,000 | -31.2% | 7,353 | -35.5% | 0.09% | -26.8% |
| Q4 2020 | $815,000 | -12.7% | 11,394 | +56.1% | 0.12% | -12.8% |
| Q3 2020 | $934,000 | +7.0% | 7,297 | -1.4% | 0.14% | +7.6% |
| Q2 2020 | $873,000 | +26.3% | 7,397 | +4.3% | 0.13% | -12.1% |
| Q1 2020 | $691,000 | +243.8% | 7,092 | +322.9% | 0.15% | +282.1% |
| Q4 2019 | $201,000 | – | 1,677 | – | 0.04% | – |
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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% |