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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $67,000 | +8.1% | 555 | 0.0% | 0.04% | +2.7% |
| Q3 2019 | $62,000 | +1.6% | 555 | 0.0% | 0.04% | -2.6% |
| Q2 2019 | $61,000 | +3.4% | 555 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $59,000 | +13.5% | 555 | 0.0% | 0.04% | -5.0% |
| Q4 2018 | $52,000 | -11.9% | 555 | 0.0% | 0.04% | +8.1% |
| Q3 2018 | $59,000 | +5.4% | 555 | 0.0% | 0.04% | -2.6% |
| Q2 2018 | $56,000 | +3.7% | 555 | 0.0% | 0.04% | -83.0% |
| Q1 2018 | $54,000 | -1.8% | 555 | 0.0% | 0.22% | +460.0% |
| Q4 2017 | $55,000 | +5.8% | 555 | 0.0% | 0.04% | +2.6% |
| Q3 2017 | $52,000 | – | 555 | – | 0.04% | – |
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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% |