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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,472,377 | -10.9% | 91,787 | -7.9% | 0.06% | -8.5% |
| Q2 2023 | $8,388,862 | +4.3% | 99,666 | -3.4% | 0.07% | +1.4% |
| Q1 2023 | $8,045,937 | -2.2% | 103,166 | -10.0% | 0.07% | -7.9% |
| Q4 2022 | $8,229,793 | +235.8% | 114,637 | +213.2% | 0.08% | +55.1% |
| Q3 2022 | $2,451,000 | -3.1% | 36,606 | +4.1% | 0.05% | +22.5% |
| Q2 2022 | $2,529,000 | +53.5% | 35,171 | +84.8% | 0.04% | +66.7% |
| Q1 2022 | $1,648,000 | +29.8% | 19,028 | +39.2% | 0.02% | +33.3% |
| Q4 2021 | $1,270,000 | +31.7% | 13,667 | +18.0% | 0.02% | +20.0% |
| Q3 2021 | $964,000 | -16.2% | 11,584 | -16.6% | 0.02% | -16.7% |
| Q2 2021 | $1,150,000 | +69.4% | 13,887 | +56.1% | 0.02% | +38.5% |
| Q1 2021 | $679,000 | -24.0% | 8,898 | -28.8% | 0.01% | -27.8% |
| Q4 2020 | $894,000 | +342.6% | 12,503 | +635.9% | 0.02% | -10.0% |
| Q4 2019 | $202,000 | – | 1,699 | – | 0.02% | – |
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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% |