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 | $334 | -3.2% | 4,104 | 0.0% | 0.02% | +6.2% |
| Q2 2023 | $345 | +7.8% | 4,104 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $320 | +8.5% | 4,104 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $295 | -99.9% | 4,104 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $275,000 | -6.8% | 4,104 | 0.0% | 0.02% | +14.3% |
| Q2 2022 | $295,000 | -27.2% | 4,104 | -6.0% | 0.01% | 0.0% |
| Q1 2022 | $405,000 | 0.0% | 4,364 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $405,000 | +11.6% | 4,364 | 0.0% | 0.01% | -22.2% |
| Q3 2021 | $363,000 | +0.6% | 4,364 | 0.0% | 0.02% | +5.9% |
| Q2 2021 | $361,000 | +8.4% | 4,364 | 0.0% | 0.02% | -5.6% |
| Q1 2021 | $333,000 | +6.7% | 4,364 | 0.0% | 0.02% | -21.7% |
| Q4 2020 | $312,000 | +11.8% | 4,364 | +100.0% | 0.02% | +21.1% |
| Q3 2020 | $279,000 | +30.4% | 2,182 | +20.4% | 0.02% | +18.8% |
| Q2 2020 | $214,000 | +137.8% | 1,812 | +96.5% | 0.02% | +100.0% |
| Q1 2020 | $90,000 | +260.0% | 922 | +334.9% | 0.01% | +300.0% |
| Q4 2019 | $25,000 | +4.2% | 212 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $24,000 | +4.3% | 212 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $23,000 | +4.5% | 212 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $22,000 | +46.7% | 212 | +112.0% | 0.00% | 0.0% |
| Q4 2018 | $15,000 | -34.8% | 100 | -52.8% | 0.00% | 0.0% |
| Q3 2018 | $23,000 | – | 212 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
| Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
| HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
| Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
| First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
| Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
| McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
| Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
| Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |