ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 426 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,234,605 | +5.5% | 45,056 | -1.6% | 1.88% | -0.6% |
| Q3 2022 | $3,067,000 | -7.2% | 45,801 | -0.4% | 1.90% | -6.7% |
| Q2 2022 | $3,305,000 | -14.0% | 45,965 | +3.6% | 2.03% | -3.4% |
| Q1 2022 | $3,843,000 | -6.2% | 44,370 | +0.6% | 2.10% | -7.5% |
| Q4 2021 | $4,097,000 | +10.8% | 44,088 | -0.8% | 2.27% | +3.2% |
| Q3 2021 | $3,698,000 | -10.0% | 44,438 | -10.4% | 2.20% | -11.6% |
| Q2 2021 | $4,109,000 | +6.8% | 49,607 | -1.6% | 2.49% | -1.5% |
| Q1 2021 | $3,848,000 | -1.5% | 50,394 | -7.7% | 2.53% | -5.4% |
| Q4 2020 | $3,905,000 | +8.3% | 54,588 | +93.7% | 2.68% | -9.1% |
| Q3 2020 | $3,606,000 | +0.6% | 28,179 | -7.2% | 2.95% | -0.8% |
| Q2 2020 | $3,586,000 | +102.3% | 30,381 | +66.9% | 2.97% | +58.3% |
| Q1 2020 | $1,773,000 | -12.4% | 18,208 | +8.1% | 1.88% | +3.5% |
| Q4 2019 | $2,023,000 | -32.3% | 16,836 | -37.5% | 1.81% | +0.3% |
| Q3 2019 | $2,989,000 | -24.8% | 26,952 | -25.9% | 1.81% | -16.6% |
| Q2 2019 | $3,977,000 | +10.5% | 36,367 | +6.6% | 2.17% | +14.1% |
| Q1 2019 | $3,598,000 | +28.7% | 34,115 | +13.5% | 1.90% | +33.2% |
| Q4 2018 | $2,795,000 | -8.0% | 30,050 | +5.6% | 1.42% | +2.0% |
| Q3 2018 | $3,039,000 | +11.2% | 28,458 | +5.1% | 1.40% | +4.0% |
| Q2 2018 | $2,734,000 | +13.0% | 27,086 | +9.4% | 1.34% | +13.0% |
| Q1 2018 | $2,420,000 | +7.4% | 24,763 | +8.0% | 1.19% | +11.9% |
| Q4 2017 | $2,253,000 | +10.5% | 22,938 | +4.4% | 1.06% | -0.1% |
| Q3 2017 | $2,039,000 | +14.5% | 21,965 | +10.2% | 1.06% | +9.7% |
| Q2 2017 | $1,781,000 | +9.1% | 19,939 | +5.6% | 0.97% | +9.1% |
| Q1 2017 | $1,633,000 | +15.1% | 18,890 | +11.7% | 0.89% | +2.5% |
| Q4 2016 | $1,419,000 | +20.8% | 16,912 | +13.5% | 0.87% | +19.9% |
| Q3 2016 | $1,175,000 | +3.1% | 14,894 | +1.1% | 0.72% | +2.6% |
| Q2 2016 | $1,140,000 | -0.1% | 14,732 | -1.2% | 0.70% | -23.3% |
| Q1 2016 | $1,141,000 | +12.9% | 14,906 | +12.0% | 0.92% | +10.6% |
| Q4 2015 | $1,011,000 | – | 13,306 | – | 0.83% | – |
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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% |