ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $702,086 | -4.7% | 8,591 | -1.9% | 0.14% | -2.1% |
| Q2 2023 | $736,714 | +1.1% | 8,753 | -6.3% | 0.14% | -6.6% |
| Q1 2023 | $728,689 | +51.3% | 9,343 | +39.3% | 0.15% | +38.2% |
| Q4 2022 | $481,514 | +27.0% | 6,707 | +18.4% | 0.11% | +22.2% |
| Q3 2022 | $379,000 | +12.5% | 5,664 | +32.5% | 0.09% | +26.8% |
| Q2 2022 | $337,000 | – | 4,276 | – | 0.07% | – |
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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% |