ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,030,749 | -7.4% | 24,945 | -4.3% | 0.04% | -5.3% |
| Q2 2023 | $2,193,363 | +106737.0% | 26,059 | -1.0% | 0.04% | -9.5% |
| Q1 2023 | $2,053 | +21.0% | 26,330 | +11.5% | 0.04% | -8.7% |
| Q4 2022 | $1,696 | -99.9% | 23,620 | +29.7% | 0.05% | +17.9% |
| Q3 2022 | $1,219,000 | -42.8% | 18,208 | -38.6% | 0.04% | -40.9% |
| Q2 2022 | $2,132,000 | +31.4% | 29,658 | +58.4% | 0.07% | +32.0% |
| Q1 2022 | $1,622,000 | +50.6% | 18,720 | +61.5% | 0.05% | +56.2% |
| Q4 2021 | $1,077,000 | +32.0% | 11,588 | +18.2% | 0.03% | +18.5% |
| Q3 2021 | $816,000 | +3.0% | 9,804 | +2.6% | 0.03% | -3.6% |
| Q2 2021 | $792,000 | -12.1% | 9,556 | -19.0% | 0.03% | -24.3% |
| Q1 2021 | $901,000 | +20.0% | 11,804 | +12.4% | 0.04% | +2.8% |
| Q4 2020 | $751,000 | +34.6% | 10,498 | +140.6% | 0.04% | +5.9% |
| Q3 2020 | $558,000 | -1.4% | 4,364 | -9.0% | 0.03% | -17.1% |
| Q2 2020 | $566,000 | +126.4% | 4,798 | +86.8% | 0.04% | +78.3% |
| Q1 2020 | $250,000 | – | 2,568 | – | 0.02% | – |
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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% |