ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,839,470 | +8.2% | 27,342 | +5.1% | 0.03% | +3.4% |
| Q1 2024 | $2,623,427 | +7.0% | 26,023 | -3.4% | 0.03% | -12.1% |
| Q4 2023 | $2,452,933 | +42.3% | 26,941 | +27.2% | 0.03% | +22.2% |
| Q3 2023 | $1,723,890 | +5.4% | 21,175 | +8.9% | 0.03% | +8.0% |
| Q2 2023 | $1,636,239 | +14.2% | 19,440 | +5.8% | 0.02% | +8.7% |
| Q1 2023 | $1,432,856 | +10.5% | 18,372 | +1.7% | 0.02% | +4.5% |
| Q4 2022 | $1,296,623 | +37.6% | 18,061 | +28.4% | 0.02% | +22.2% |
| Q3 2022 | $942,000 | +4.1% | 14,064 | +11.7% | 0.02% | +5.9% |
| Q2 2022 | $905,000 | +27.8% | 12,592 | +54.1% | 0.02% | +54.5% |
| Q1 2022 | $708,000 | +163.2% | 8,169 | +182.0% | 0.01% | +175.0% |
| Q4 2021 | $269,000 | +14.5% | 2,897 | +2.6% | 0.00% | 0.0% |
| Q3 2021 | $235,000 | -25.2% | 2,824 | -25.6% | 0.00% | -20.0% |
| Q2 2021 | $314,000 | -100.0% | 3,796 | -67.3% | 0.01% | -37.5% |
| Q1 2021 | $886,254,000 | +195973.9% | 11,606 | +83.5% | 0.01% | -20.0% |
| Q4 2020 | $452,000 | +52.7% | 6,325 | +173.6% | 0.01% | +42.9% |
| Q3 2020 | $296,000 | +9.2% | 2,312 | +0.6% | 0.01% | -12.5% |
| Q2 2020 | $271,000 | +24.9% | 2,298 | +3.0% | 0.01% | 0.0% |
| Q1 2020 | $217,000 | -17.5% | 2,231 | +1.9% | 0.01% | 0.0% |
| Q4 2019 | $263,000 | +27.7% | 2,189 | +17.8% | 0.01% | +14.3% |
| Q3 2019 | $206,000 | +1.5% | 1,859 | +0.1% | 0.01% | 0.0% |
| Q2 2019 | $203,000 | +331.9% | 1,857 | +324.9% | 0.01% | +250.0% |
| Q3 2018 | $47,000 | +6.8% | 437 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $44,000 | 0.0% | 437 | -3.3% | 0.00% | 0.0% |
| Q1 2018 | $44,000 | 0.0% | 452 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $44,000 | +214.3% | 452 | +197.4% | 0.00% | +200.0% |
| Q3 2017 | $14,000 | +133.3% | 152 | +117.1% | 0.00% | 0.0% |
| Q2 2017 | $6,000 | – | 70 | – | 0.00% | – |
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% |