ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 412 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $477 | +5.8% | 5,862 | +9.3% | 0.09% | +8.3% |
| Q2 2023 | $451 | -99.9% | 5,363 | -20.5% | 0.08% | -17.6% |
| Q1 2023 | $526,198 | +108618.6% | 6,747 | 0.0% | 0.10% | +2.0% |
| Q4 2022 | $484 | -99.9% | 6,747 | +14.8% | 0.10% | +12.4% |
| Q3 2022 | $394,000 | +29.2% | 5,878 | +38.6% | 0.09% | +30.9% |
| Q2 2022 | $305,000 | -15.3% | 4,241 | +2.1% | 0.07% | -6.8% |
| Q1 2022 | $360,000 | -19.1% | 4,152 | -13.2% | 0.07% | -20.7% |
| Q4 2021 | $445,000 | +41.7% | 4,784 | +26.8% | 0.09% | +24.3% |
| Q3 2021 | $314,000 | -12.5% | 3,773 | -13.1% | 0.07% | -22.1% |
| Q2 2021 | $359,000 | +20.9% | 4,340 | +11.6% | 0.10% | +9.2% |
| Q1 2021 | $297,000 | +5.7% | 3,890 | -1.0% | 0.09% | -1.1% |
| Q4 2020 | $281,000 | +4.1% | 3,928 | +85.9% | 0.09% | -10.2% |
| Q3 2020 | $270,000 | +8.0% | 2,113 | -0.1% | 0.10% | -2.0% |
| Q2 2020 | $250,000 | +20.8% | 2,116 | -0.5% | 0.10% | +3.1% |
| Q1 2020 | $207,000 | -18.5% | 2,127 | +0.6% | 0.10% | -3.0% |
| Q4 2019 | $254,000 | +5.4% | 2,114 | -2.7% | 0.10% | -3.8% |
| Q3 2019 | $241,000 | -17.5% | 2,173 | -18.6% | 0.10% | -20.6% |
| Q2 2019 | $292,000 | +27.5% | 2,669 | +22.9% | 0.13% | +20.2% |
| Q1 2019 | $229,000 | +6.0% | 2,171 | -6.6% | 0.11% | -10.7% |
| Q4 2018 | $216,000 | -7.7% | 2,325 | +6.1% | 0.12% | +8.0% |
| Q3 2018 | $234,000 | +4.0% | 2,192 | -1.6% | 0.11% | -4.2% |
| Q2 2018 | $225,000 | +5.1% | 2,228 | +1.6% | 0.12% | +2.6% |
| Q1 2018 | $214,000 | -5.7% | 2,193 | -4.9% | 0.12% | -5.0% |
| Q4 2017 | $227,000 | – | 2,306 | – | 0.12% | – |
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% |