ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 419 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220,672 | +86100.0% | 2,711 | -10.8% | 0.04% | +65.2% |
| Q2 2023 | $256 | -37.6% | 3,040 | -42.2% | 0.02% | -30.3% |
| Q1 2023 | $410 | -100.0% | 5,256 | -3.6% | 0.03% | -2.9% |
| Q4 2022 | $391,503,240 | +131719.3% | 5,453 | +23.0% | 0.03% | +17.2% |
| Q3 2022 | $297,000 | -46.5% | 4,432 | -42.3% | 0.03% | -48.2% |
| Q2 2022 | $555,000 | +77.9% | 7,679 | +113.1% | 0.06% | +115.4% |
| Q1 2022 | $312,000 | -6.9% | 3,603 | +0.1% | 0.03% | -10.3% |
| Q4 2021 | $335,000 | +10.6% | 3,598 | -0.4% | 0.03% | -12.1% |
| Q3 2021 | $303,000 | +5.2% | 3,614 | -0.4% | 0.03% | -17.5% |
| Q2 2021 | $288,000 | +5.9% | 3,629 | +2.3% | 0.04% | +14.3% |
| Q1 2021 | $272,000 | +7.9% | 3,546 | +0.0% | 0.04% | -2.8% |
| Q4 2020 | $252,000 | +11.0% | 3,545 | +100.4% | 0.04% | +5.9% |
| Q3 2020 | $227,000 | +9.1% | 1,769 | +0.6% | 0.03% | -5.6% |
| Q2 2020 | $208,000 | – | 1,759 | – | 0.04% | – |
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% |