ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 443 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,391,710 | -8.8% | 53,946 | -5.7% | 0.98% | -3.8% |
| Q2 2023 | $4,817,435 | +10.1% | 57,235 | +2.0% | 1.02% | +0.4% |
| Q1 2023 | $4,375,083 | -4.3% | 56,098 | -11.9% | 1.01% | -3.2% |
| Q4 2022 | $4,572,664 | +9.1% | 63,695 | +1.8% | 1.04% | -23.9% |
| Q3 2022 | $4,191,000 | +1.0% | 62,581 | +8.4% | 1.37% | +23.4% |
| Q2 2022 | $4,150,000 | +289.3% | 57,717 | +369.2% | 1.11% | +325.7% |
| Q1 2022 | $1,066,000 | +163.9% | 12,302 | +183.3% | 0.26% | +155.9% |
| Q4 2021 | $404,000 | +23.5% | 4,343 | +10.6% | 0.10% | +6.2% |
| Q3 2021 | $327,000 | -49.5% | 3,927 | -49.8% | 0.10% | -53.2% |
| Q2 2021 | $648,000 | -9.5% | 7,829 | -16.5% | 0.20% | -25.2% |
| Q1 2021 | $716,000 | +121.7% | 9,380 | +107.6% | 0.27% | +56.6% |
| Q4 2020 | $323,000 | – | 4,518 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 126,183 | $9,840,996 | 6.67% |
| First Affirmative Financial Network | 53,189 | $4,148,245 | 4.80% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $1,934,932 | 4.04% |
| HILL ISLAND FINANCIAL LLC | 115,140 | $8,925,648 | 3.60% |
| Laurel Wealth Planning LLC | 49,988 | $3,899 | 2.58% |
| Mascoma Wealth Management LLC | 108,639 | $8,511,871 | 2.49% |
| McClarren Financial Advisors, Inc. | 30,867 | $2,405 | 2.19% |
| Columbia Trust Co 01012016 | 40,175 | $3,133,248 | 1.81% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 42,880 | $3,344,211 | 1.62% |
| BigSur Wealth Management LLC | 40,000 | $3,119,600 | 1.46% |