ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 484 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $395 | +5.1% | 3,807 | +2.0% | 0.05% | +4.0% |
| Q1 2024 | $376 | +10.6% | 3,732 | 0.0% | 0.05% | +2.0% |
| Q4 2023 | $340 | +11.5% | 3,732 | 0.0% | 0.05% | 0.0% |
| Q3 2023 | $305 | -2.9% | 3,732 | 0.0% | 0.05% | +2.1% |
| Q2 2023 | $314 | +7.9% | 3,732 | 0.0% | 0.05% | -2.0% |
| Q1 2023 | $291 | -99.9% | 3,732 | 0.0% | 0.05% | +2.1% |
| Q4 2022 | $267,920 | +7.2% | 3,732 | 0.0% | 0.05% | +2.1% |
| Q3 2022 | $250,000 | -6.7% | 3,732 | 0.0% | 0.05% | +4.4% |
| Q2 2022 | $268,000 | -17.0% | 3,732 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $323,000 | -6.9% | 3,732 | 0.0% | 0.04% | -4.3% |
| Q4 2021 | $347,000 | +11.6% | 3,732 | 0.0% | 0.05% | +2.2% |
| Q3 2021 | $311,000 | +0.6% | 3,732 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $309,000 | +8.4% | 3,732 | 0.0% | 0.05% | -2.1% |
| Q1 2021 | $285,000 | +6.7% | 3,732 | 0.0% | 0.05% | -2.1% |
| Q4 2020 | $267,000 | +11.7% | 3,732 | +100.0% | 0.05% | -5.9% |
| Q3 2020 | $239,000 | +8.6% | 1,866 | 0.0% | 0.05% | +2.0% |
| Q2 2020 | $220,000 | +9.5% | 1,866 | +11.7% | 0.05% | +16.3% |
| Q4 2019 | $201,000 | – | 1,671 | – | 0.04% | – |
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% |