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 | $607,319 | -3.3% | 7,460 | 0.0% | 0.09% | +1.1% |
| Q2 2023 | $627,908 | +7.9% | 7,460 | -0.0% | 0.09% | -1.1% |
| Q1 2023 | $581,961 | +107075.1% | 7,462 | -1.3% | 0.09% | 0.0% |
| Q4 2022 | $543 | -99.9% | 7,564 | 0.0% | 0.09% | -8.2% |
| Q3 2022 | $507,000 | -6.8% | 7,564 | 0.0% | 0.10% | -3.0% |
| Q2 2022 | $544,000 | -16.9% | 7,564 | 0.0% | 0.10% | -23.5% |
| Q1 2022 | $655,000 | -6.8% | 7,564 | 0.0% | 0.13% | -9.0% |
| Q4 2021 | $703,000 | +10.4% | 7,564 | -1.2% | 0.14% | +2.8% |
| Q3 2021 | $637,000 | +0.5% | 7,656 | 0.0% | 0.14% | -6.6% |
| Q2 2021 | $634,000 | +7.6% | 7,656 | -0.7% | 0.15% | -30.1% |
| Q1 2021 | $589,000 | +4.2% | 7,710 | -2.4% | 0.22% | +1.4% |
| Q4 2020 | $565,000 | +11.7% | 7,902 | +100.0% | 0.21% | +1.9% |
| Q3 2020 | $506,000 | +1.4% | 3,951 | -6.5% | 0.21% | -6.7% |
| Q2 2020 | $499,000 | +21.1% | 4,224 | -0.2% | 0.22% | +8.2% |
| Q1 2020 | $412,000 | -22.4% | 4,232 | -4.2% | 0.21% | -14.5% |
| Q4 2019 | $531,000 | +8.4% | 4,417 | 0.0% | 0.24% | +6.6% |
| Q3 2019 | $490,000 | +0.8% | 4,417 | -0.6% | 0.23% | -2.6% |
| Q2 2019 | $486,000 | – | 4,442 | – | 0.23% | – |
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% |