ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 453 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $653,217 | +3.0% | 6,290 | 0.0% | 0.20% | +1.5% |
| Q1 2024 | $634,095 | +10.4% | 6,290 | -0.3% | 0.20% | +4.1% |
| Q4 2023 | $574,526 | +11.6% | 6,310 | -0.2% | 0.19% | +3.2% |
| Q3 2023 | $514,674 | -3.4% | 6,322 | -0.1% | 0.19% | -1.6% |
| Q2 2023 | $532,796 | +21.1% | 6,330 | +12.2% | 0.19% | +15.9% |
| Q1 2023 | $439,864 | +7.3% | 5,640 | -1.2% | 0.16% | +1.9% |
| Q4 2022 | $409,921 | +9.0% | 5,710 | +1.7% | 0.16% | +2.5% |
| Q3 2022 | $376,000 | 0.0% | 5,613 | +7.3% | 0.16% | +8.3% |
| Q2 2022 | $376,000 | +11.2% | 5,229 | +34.1% | 0.14% | +28.3% |
| Q1 2022 | $338,000 | -0.6% | 3,899 | +6.4% | 0.11% | +2.7% |
| Q4 2021 | $340,000 | +4.3% | 3,664 | -6.6% | 0.11% | 0.0% |
| Q3 2021 | $326,000 | +7.6% | 3,921 | +7.2% | 0.11% | +6.8% |
| Q2 2021 | $303,000 | +1.7% | 3,656 | -6.3% | 0.10% | -4.6% |
| Q1 2021 | $298,000 | +8.4% | 3,903 | +1.4% | 0.11% | +3.8% |
| Q4 2020 | $275,000 | +12.7% | 3,848 | +102.1% | 0.10% | -1.0% |
| Q3 2020 | $244,000 | – | 1,904 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 237,094 | $19,844,749 | 13.03% |
| Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
| First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
| HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
| Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
| Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
| McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
| Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |