ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $16,179,990 | +11.3% | 155,801 | +8.0% | 0.05% | +9.5% |
| Q1 2024 | $14,537,877 | +22.2% | 144,210 | +10.4% | 0.04% | +5.0% |
| Q4 2023 | $11,894,071 | +46.1% | 130,632 | +30.6% | 0.04% | +29.0% |
| Q3 2023 | $8,140,062 | +873.2% | 99,988 | +906.2% | 0.03% | +933.3% |
| Q2 2023 | $836,438 | +226577.0% | 9,937 | +109.3% | 0.00% | +50.0% |
| Q1 2023 | $369 | +8.8% | 4,747 | +0.2% | 0.00% | 0.0% |
| Q4 2022 | $339 | -99.9% | 4,739 | +0.1% | 0.00% | 0.0% |
| Q3 2022 | $317,000 | -6.2% | 4,736 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $338,000 | -16.1% | 4,716 | +1.0% | 0.00% | 0.0% |
| Q1 2022 | $403,000 | -17.1% | 4,669 | -10.9% | 0.00% | 0.0% |
| Q4 2021 | $486,000 | -2.8% | 5,241 | -13.0% | 0.00% | -33.3% |
| Q3 2021 | $500,000 | +33.0% | 6,026 | +32.3% | 0.00% | +50.0% |
| Q2 2021 | $376,000 | +8.7% | 4,554 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $346,000 | +6.5% | 4,554 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $325,000 | +5.2% | 4,554 | +87.6% | 0.00% | -33.3% |
| Q3 2020 | $309,000 | +32.1% | 2,427 | +22.8% | 0.00% | +50.0% |
| Q2 2020 | $234,000 | +100.0% | 1,977 | +64.9% | 0.00% | 0.0% |
| Q1 2020 | $117,000 | -7.1% | 1,199 | +14.3% | 0.00% | 0.0% |
| Q4 2019 | $126,000 | +8.6% | 1,049 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $116,000 | – | 1,049 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 237,094 | $19,844,749 | 13.03% |
| Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
| First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
| HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
| Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
| Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
| McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
| Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |