ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 407 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,401,262 | +7.9% | 16,648 | 0.0% | 0.07% | 0.0% |
| Q1 2023 | $1,298,378 | +107559.9% | 16,648 | -0.9% | 0.07% | +7.9% |
| Q4 2022 | $1,206 | -99.9% | 16,794 | -22.4% | 0.06% | -25.0% |
| Q3 2022 | $1,449,000 | +20.0% | 21,635 | +28.8% | 0.08% | +31.2% |
| Q2 2022 | $1,207,000 | -17.0% | 16,794 | 0.0% | 0.06% | -11.1% |
| Q1 2022 | $1,455,000 | -6.7% | 16,794 | 0.0% | 0.07% | -2.7% |
| Q4 2021 | $1,560,000 | +11.7% | 16,794 | 0.0% | 0.07% | -1.3% |
| Q3 2021 | $1,397,000 | +0.4% | 16,794 | 0.0% | 0.08% | -9.6% |
| Q2 2021 | $1,391,000 | +8.5% | 16,794 | 0.0% | 0.08% | -8.8% |
| Q1 2021 | $1,282,000 | +6.7% | 16,794 | 0.0% | 0.09% | -12.5% |
| Q4 2020 | $1,201,000 | +11.8% | 16,794 | +100.0% | 0.10% | -4.6% |
| Q3 2020 | $1,074,000 | +8.4% | 8,397 | 0.0% | 0.11% | -0.9% |
| Q2 2020 | $991,000 | +21.1% | 8,397 | 0.0% | 0.11% | -0.9% |
| Q1 2020 | $818,000 | -20.1% | 8,397 | -1.5% | 0.11% | -7.5% |
| Q4 2019 | $1,024,000 | +8.2% | 8,528 | 0.0% | 0.12% | -4.0% |
| Q3 2019 | $946,000 | -39.9% | 8,528 | -40.8% | 0.12% | -46.1% |
| Q2 2019 | $1,574,000 | +15.4% | 14,396 | +11.3% | 0.23% | +2.7% |
| Q1 2019 | $1,364,000 | +122.1% | 12,935 | +95.9% | 0.23% | +91.5% |
| Q4 2018 | $614,000 | – | 6,604 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Laurel Wealth Planning LLC | 108,700 | $7,776,000 | 7.58% |
| C-J Advisory, Inc. | 100,921 | $7,219,000 | 4.50% |
| Cribstone Capital Management, LLC | 54,588 | $3,905,000 | 2.68% |
| McClarren Financial Advisors, Inc. | 29,869 | $2,136,000 | 2.05% |
| Financial Insights, Inc. | 34,939 | $2,500,000 | 1.94% |
| Columbia Trust Co 01012016 | 36,655 | $2,622,000 | 1.82% |
| Asset Allocation & Management Company, LLC | 37,776 | $2,702,000 | 1.74% |
| SOA Wealth Advisors, LLC. | 83,409 | $6,254,000 | 1.70% |
| BigSur Wealth Management LLC | 40,000 | $2,862,000 | 1.62% |
| Trellis Advisors, LLC | 31,618 | $2,262,000 | 1.36% |