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 | $255,872 | -2.8% | 3,143 | +0.4% | 0.04% | 0.0% |
| Q2 2023 | $263,368 | +10.4% | 3,129 | +2.3% | 0.04% | +5.4% |
| Q1 2023 | $238,493 | +10.1% | 3,058 | +1.3% | 0.04% | +5.7% |
| Q4 2022 | $216,662 | +8.3% | 3,018 | +1.0% | 0.04% | -2.8% |
| Q3 2022 | $200,000 | -6.5% | 2,988 | +0.5% | 0.04% | -2.7% |
| Q2 2022 | $214,000 | -17.1% | 2,973 | 0.0% | 0.04% | -7.5% |
| Q1 2022 | $258,000 | -6.5% | 2,973 | 0.0% | 0.04% | -7.0% |
| Q4 2021 | $276,000 | +11.7% | 2,973 | 0.0% | 0.04% | +2.4% |
| Q3 2021 | $247,000 | +0.4% | 2,973 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $246,000 | +8.4% | 2,973 | 0.0% | 0.04% | -2.3% |
| Q1 2021 | $227,000 | – | 2,973 | – | 0.04% | – |
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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% |