ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 412 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,426,873 | -10.8% | 17,527 | -8.9% | 0.06% | -8.1% |
| Q2 2023 | $1,600,217 | +6.9% | 19,238 | +0.2% | 0.06% | -25.3% |
| Q1 2023 | $1,497,252 | +112.0% | 19,198 | -15.2% | 0.08% | +137.1% |
| Q4 2022 | $706,088 | +26.1% | 22,626 | +8.7% | 0.04% | +20.7% |
| Q3 2022 | $560,000 | +5.3% | 20,819 | -0.3% | 0.03% | +3.6% |
| Q2 2022 | $532,000 | +54.2% | 20,889 | +153.3% | 0.03% | +64.7% |
| Q1 2022 | $345,000 | +38.0% | 8,248 | +203.8% | 0.02% | +41.7% |
| Q4 2021 | $250,000 | +19.0% | 2,715 | +7.0% | 0.01% | +9.1% |
| Q2 2021 | $210,000 | – | 2,538 | – | 0.01% | – |
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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% |