ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,662,881 | -5.8% | 20,426 | -2.6% | 0.59% | -8.5% |
| Q2 2023 | $1,765,802 | +7.9% | 20,979 | -0.0% | 0.64% | +2.2% |
| Q1 2023 | $1,636,386 | -29.2% | 20,982 | -34.8% | 0.63% | -35.3% |
| Q4 2022 | $2,310,848 | +7.0% | 32,189 | -0.2% | 0.97% | -11.2% |
| Q3 2022 | $2,160,000 | -6.4% | 32,253 | +0.5% | 1.10% | +5.8% |
| Q2 2022 | $2,308,000 | -16.0% | 32,095 | +1.1% | 1.04% | -0.5% |
| Q1 2022 | $2,749,000 | -29.0% | 31,742 | -23.9% | 1.04% | -20.6% |
| Q4 2021 | $3,874,000 | +12.3% | 41,690 | +0.5% | 1.31% | -2.9% |
| Q3 2021 | $3,451,000 | +8.9% | 41,477 | +8.4% | 1.35% | +12.3% |
| Q2 2021 | $3,168,000 | +4.5% | 38,250 | -3.7% | 1.20% | -2.2% |
| Q1 2021 | $3,032,000 | +25.3% | 39,707 | +17.4% | 1.23% | +20.6% |
| Q4 2020 | $2,419,000 | +36.4% | 33,819 | +144.0% | 1.02% | +12.2% |
| Q3 2020 | $1,774,000 | +350.3% | 13,861 | +314.8% | 0.91% | +307.6% |
| Q2 2020 | $394,000 | +48.7% | 3,342 | +22.9% | 0.22% | +18.0% |
| Q1 2020 | $265,000 | -15.3% | 2,719 | +4.5% | 0.19% | +8.6% |
| Q4 2019 | $313,000 | – | 2,602 | – | 0.17% | – |
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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% |