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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,071 | -3.3% | 50 | 0.0% | 0.00% | – |
| Q2 2023 | $4,209 | +7.9% | 50 | 0.0% | 0.00% | – |
| Q1 2023 | $3,900 | -73.1% | 50 | -75.2% | 0.00% | -100.0% |
| Q4 2022 | $14,516 | +107.4% | 202 | +104.0% | 0.00% | – |
| Q3 2022 | $7,000 | +75.0% | 99 | +98.0% | 0.00% | – |
| Q2 2022 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | -20.0% | 50 | 0.0% | 0.00% | – |
| Q4 2021 | $5,000 | +25.0% | 50 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | -55.6% | 50 | -57.6% | 0.00% | – |
| Q1 2021 | $9,000 | +12.5% | 118 | 0.0% | 0.00% | – |
| Q4 2020 | $8,000 | -99.6% | 118 | -99.3% | 0.00% | -100.0% |
| Q3 2020 | $2,127,000 | -54.4% | 16,627 | -57.9% | 0.13% | -56.6% |
| Q2 2020 | $4,664,000 | +20.1% | 39,522 | -0.9% | 0.30% | -3.2% |
| Q1 2020 | $3,883,000 | -35.3% | 39,873 | -20.1% | 0.31% | -30.2% |
| Q4 2019 | $5,998,000 | +8.5% | 49,931 | +0.2% | 0.45% | -4.9% |
| Q3 2019 | $5,527,000 | +2.9% | 49,834 | +1.4% | 0.47% | -9.7% |
| Q2 2019 | $5,373,000 | +146.0% | 49,132 | +137.2% | 0.52% | +113.9% |
| Q1 2019 | $2,184,000 | +12747.1% | 20,710 | +11216.9% | 0.24% | +12150.0% |
| Q4 2018 | $17,000 | +54.5% | 183 | +81.2% | 0.00% | +100.0% |
| Q3 2018 | $11,000 | +10.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | -41.2% | 101 | -42.6% | 0.00% | -66.7% |
| Q1 2018 | $17,000 | -19.0% | 176 | -19.3% | 0.00% | 0.0% |
| Q4 2017 | $21,000 | +40.0% | 218 | +42.5% | 0.00% | 0.0% |
| Q3 2017 | $15,000 | +7.1% | 153 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $14,000 | +600.0% | 153 | +665.0% | 0.00% | – |
| Q1 2017 | $2,000 | +100.0% | 20 | +100.0% | 0.00% | – |
| Q4 2016 | $1,000 | – | 10 | – | 0.00% | – |
Download | ||||||
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% |