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 | $675,052 | -3.3% | 8,292 | +0.0% | 0.19% | +1.6% |
| Q2 2023 | $697,770 | +7.9% | 8,290 | 0.0% | 0.19% | +0.5% |
| Q1 2023 | $646,538 | -0.6% | 8,290 | -8.5% | 0.18% | -1.6% |
| Q4 2022 | $650,561 | +7.4% | 9,062 | +0.1% | 0.19% | +3.3% |
| Q3 2022 | $606,000 | -6.8% | 9,050 | +0.1% | 0.18% | -1.6% |
| Q2 2022 | $650,000 | -16.9% | 9,042 | +0.0% | 0.18% | +1.6% |
| Q1 2022 | $782,000 | -7.0% | 9,039 | -0.2% | 0.18% | -15.0% |
| Q4 2021 | $841,000 | +11.8% | 9,055 | +0.1% | 0.21% | +2.9% |
| Q3 2021 | $752,000 | -4.1% | 9,049 | -4.5% | 0.21% | -8.4% |
| Q2 2021 | $784,000 | +8.4% | 9,473 | +0.0% | 0.23% | +4.1% |
| Q1 2021 | $723,000 | +6.2% | 9,472 | -0.5% | 0.22% | -12.8% |
| Q4 2020 | $681,000 | +12.0% | 9,522 | +100.3% | 0.25% | -2.7% |
| Q3 2020 | $608,000 | +9.0% | 4,755 | +0.5% | 0.26% | +7.1% |
| Q2 2020 | $558,000 | +21.6% | 4,732 | +0.2% | 0.24% | +3.0% |
| Q1 2020 | $459,000 | -18.2% | 4,721 | +1.1% | 0.23% | +7.9% |
| Q4 2019 | $561,000 | -8.3% | 4,671 | -15.4% | 0.22% | -14.3% |
| Q3 2019 | $612,000 | +1.5% | 5,521 | 0.0% | 0.25% | +2.4% |
| Q2 2019 | $603,000 | +2.6% | 5,521 | -1.1% | 0.25% | -2.4% |
| Q1 2019 | $588,000 | +13.3% | 5,581 | 0.0% | 0.25% | +1.6% |
| Q4 2018 | $519,000 | +226.4% | 5,581 | +213.4% | 0.25% | +287.5% |
| Q2 2017 | $159,000 | +3.2% | 1,781 | 0.0% | 0.06% | -4.5% |
| Q1 2017 | $154,000 | +20.3% | 1,781 | +4.8% | 0.07% | +28.8% |
| Q4 2015 | $128,000 | +5.8% | 1,700 | 0.0% | 0.05% | -1.9% |
| Q3 2015 | $121,000 | -6.2% | 1,700 | 0.0% | 0.05% | -26.4% |
| Q2 2015 | $129,000 | – | 1,700 | – | 0.07% | – |
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% |