ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 419 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,440,667 | -2.8% | 17,696 | +0.5% | 0.35% | -1.1% |
Q2 2023 | $1,481,934 | +3.5% | 17,606 | -4.1% | 0.35% | -1.9% |
Q1 2023 | $1,432,119 | +23.5% | 18,363 | +13.7% | 0.36% | +14.6% |
Q4 2022 | $1,159,353 | +3.2% | 16,147 | -3.7% | 0.32% | -3.7% |
Q3 2022 | $1,123,000 | -6.1% | 16,765 | +0.8% | 0.33% | -4.4% |
Q2 2022 | $1,196,000 | -14.3% | 16,630 | +3.2% | 0.34% | -3.7% |
Q1 2022 | $1,395,000 | -12.0% | 16,109 | -5.6% | 0.36% | -10.1% |
Q4 2021 | $1,586,000 | +10.4% | 17,066 | -1.2% | 0.40% | +2.3% |
Q3 2021 | $1,437,000 | +5.5% | 17,274 | +5.1% | 0.39% | +3.5% |
Q2 2021 | $1,362,000 | +27.5% | 16,440 | +17.6% | 0.37% | +14.1% |
Q1 2021 | $1,068,000 | +13.3% | 13,982 | +6.0% | 0.33% | +8.6% |
Q4 2020 | $943,000 | -2.5% | 13,188 | +74.6% | 0.30% | -10.1% |
Q3 2020 | $967,000 | -2.2% | 7,554 | -9.8% | 0.34% | -7.7% |
Q2 2020 | $989,000 | +34.0% | 8,378 | +10.6% | 0.36% | +17.5% |
Q1 2020 | $738,000 | +119.0% | 7,573 | +169.7% | 0.31% | +149.2% |
Q4 2019 | $337,000 | +9.1% | 2,808 | +0.8% | 0.12% | 0.0% |
Q3 2019 | $309,000 | +1.3% | 2,785 | 0.0% | 0.12% | -2.4% |
Q2 2019 | $305,000 | – | 2,785 | – | 0.13% | – |
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% |