ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 426 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $143,851 | +1.9% | 1,767 | 0.0% | 0.09% | +2.2% |
| Q2 2023 | $141,130 | +2.4% | 1,767 | 0.0% | 0.09% | +3.4% |
| Q1 2023 | $137,808 | +8.6% | 1,767 | 0.0% | 0.09% | +2.3% |
| Q4 2022 | $126,853 | +7.5% | 1,767 | 0.0% | 0.09% | +2.4% |
| Q3 2022 | $118,000 | +14.6% | 1,767 | +23.5% | 0.08% | +21.4% |
| Q2 2022 | $103,000 | -16.9% | 1,431 | 0.0% | 0.07% | -5.4% |
| Q1 2022 | $124,000 | -6.8% | 1,431 | 0.0% | 0.07% | -3.9% |
| Q4 2021 | $133,000 | +11.8% | 1,431 | 0.0% | 0.08% | +8.5% |
| Q3 2021 | $119,000 | -13.1% | 1,431 | -13.8% | 0.07% | -11.2% |
| Q2 2021 | $137,000 | +7.9% | 1,660 | 0.0% | 0.08% | +2.6% |
| Q1 2021 | $127,000 | +1.6% | 1,660 | -5.1% | 0.08% | -6.0% |
| Q4 2020 | $125,000 | -5.3% | 1,750 | +69.2% | 0.08% | -13.5% |
| Q3 2020 | $132,000 | +8.2% | 1,034 | 0.0% | 0.10% | +4.3% |
| Q2 2020 | $122,000 | +20.8% | 1,034 | 0.0% | 0.09% | +4.5% |
| Q1 2020 | $101,000 | -18.5% | 1,034 | 0.0% | 0.09% | +1.1% |
| Q4 2019 | $124,000 | +7.8% | 1,034 | 0.0% | 0.09% | +2.4% |
| Q3 2019 | $115,000 | +1.8% | 1,034 | 0.0% | 0.08% | +1.2% |
| Q2 2019 | $113,000 | +3.7% | 1,034 | 0.0% | 0.08% | +2.4% |
| Q1 2019 | $109,000 | +53.5% | 1,034 | +36.1% | 0.08% | +39.0% |
| Q4 2018 | $71,000 | -24.5% | 760 | -13.3% | 0.06% | -15.7% |
| Q3 2018 | $94,000 | +5.6% | 877 | 0.0% | 0.07% | +4.5% |
| Q2 2018 | $89,000 | -3.3% | 877 | -6.7% | 0.07% | -8.2% |
| Q1 2018 | $92,000 | 0.0% | 940 | 0.0% | 0.07% | 0.0% |
| Q4 2017 | $92,000 | +29.6% | 940 | +23.4% | 0.07% | +25.9% |
| Q3 2017 | $71,000 | +7.6% | 762 | 0.0% | 0.06% | 0.0% |
| Q1 2017 | $66,000 | +4.8% | 762 | 0.0% | 0.06% | 0.0% |
| Q4 2016 | $63,000 | +125.0% | 762 | +116.5% | 0.06% | +114.8% |
| Q3 2016 | $28,000 | +3.7% | 352 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $27,000 | 0.0% | 352 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $27,000 | 0.0% | 352 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $27,000 | +8.0% | 352 | 0.0% | 0.03% | +3.8% |
| Q3 2015 | $25,000 | -7.4% | 352 | 0.0% | 0.03% | +4.0% |
| Q2 2015 | $27,000 | -40.0% | 352 | -40.0% | 0.02% | -41.9% |
| Q1 2015 | $45,000 | 0.0% | 587 | 0.0% | 0.04% | -2.3% |
| Q4 2014 | $45,000 | – | 587 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |