ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. 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% | – |
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% |