ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 419 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $895,972 | +19.8% | 8,627 | +16.3% | 0.04% | 0.0% |
| Q1 2024 | $748,126 | +2.5% | 7,421 | -7.5% | 0.04% | +4.8% |
| Q4 2023 | $730,230 | +26.3% | 8,020 | +12.9% | 0.04% | +10.5% |
| Q3 2023 | $578,286 | -8.3% | 7,103 | -5.2% | 0.04% | -15.6% |
| Q2 2023 | $630,633 | +7.3% | 7,492 | -0.6% | 0.04% | 0.0% |
| Q1 2023 | $587,871 | +22.9% | 7,537 | +13.1% | 0.04% | +12.5% |
| Q4 2022 | $478,474 | +34.0% | 6,664 | +25.1% | 0.04% | +5.3% |
| Q3 2022 | $357,000 | -11.4% | 5,328 | -5.0% | 0.04% | +2.7% |
| Q2 2022 | $403,000 | – | 5,606 | – | 0.04% | – |
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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% |