ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 419 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $12,289 | +7.9% | 146 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $11,387 | -87.4% | 146 | -88.4% | 0.00% | -90.9% |
| Q4 2022 | $90,527 | +7.8% | 1,261 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $84,000 | -7.7% | 1,261 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $91,000 | -16.5% | 1,261 | 0.0% | 0.01% | -8.3% |
| Q1 2022 | $109,000 | -19.9% | 1,261 | -13.7% | 0.01% | -14.3% |
| Q4 2021 | $136,000 | +11.5% | 1,461 | 0.0% | 0.01% | +7.7% |
| Q3 2021 | $122,000 | +0.8% | 1,461 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $121,000 | +8.0% | 1,461 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $112,000 | – | 1,461 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 254,829 | $22,073,000 | 5.80% |
| First Affirmative Financial Network | 55,175 | $4,779,000 | 4.58% |
| HILL ISLAND FINANCIAL LLC | 137,447 | $11,906,000 | 4.38% |
| Laurel Wealth Planning LLC | 72,856 | $6,311,000 | 4.26% |
| Prostatis Group LLC | 51,616 | $4,471,010 | 3.58% |
| Financial Insights, Inc. | 38,100 | $3,300,000 | 3.03% |
| Mascoma Wealth Management LLC | 102,278 | $8,859,000 | 2.82% |
| One Capital Management, LLC | 525,489 | $45,516,000 | 2.41% |
| Cribstone Capital Management, LLC | 44,370 | $3,843,000 | 2.10% |
| McClarren Financial Advisors, Inc. | 30,766 | $2,664,000 | 1.93% |