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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $341,693 | +6.6% | 4,060 | -1.2% | 0.03% | +3.0% |
| Q1 2023 | $320,505 | +17.1% | 4,110 | +7.8% | 0.03% | +10.0% |
| Q4 2022 | $273,703 | +7.3% | 3,813 | 0.0% | 0.03% | -3.2% |
| Q3 2022 | $255,000 | -6.9% | 3,813 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $274,000 | -17.0% | 3,813 | 0.0% | 0.03% | -11.4% |
| Q1 2022 | $330,000 | -6.8% | 3,813 | 0.0% | 0.04% | -5.4% |
| Q4 2021 | $354,000 | +11.7% | 3,813 | 0.0% | 0.04% | +2.8% |
| Q3 2021 | $317,000 | +0.3% | 3,813 | 0.0% | 0.04% | -5.3% |
| Q2 2021 | $316,000 | +8.6% | 3,813 | 0.0% | 0.04% | +2.7% |
| Q1 2021 | $291,000 | +6.6% | 3,813 | 0.0% | 0.04% | -2.6% |
| Q4 2020 | $273,000 | +11.9% | 3,813 | +99.9% | 0.04% | -2.6% |
| Q3 2020 | $244,000 | +8.4% | 1,907 | +0.1% | 0.04% | 0.0% |
| Q2 2020 | $225,000 | -6.6% | 1,906 | -23.1% | 0.04% | -20.4% |
| Q1 2020 | $241,000 | -19.1% | 2,477 | 0.0% | 0.05% | -7.5% |
| Q4 2019 | $298,000 | +41.2% | 2,477 | +30.0% | 0.05% | +26.2% |
| Q3 2019 | $211,000 | +1.4% | 1,905 | 0.0% | 0.04% | +2.4% |
| Q2 2019 | $208,000 | +3.5% | 1,905 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $201,000 | +13.6% | 1,905 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $177,000 | -12.8% | 1,905 | 0.0% | 0.04% | -6.8% |
| Q3 2018 | $203,000 | +5.7% | 1,905 | 0.0% | 0.04% | +2.3% |
| Q2 2018 | $192,000 | – | 1,905 | – | 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% |