ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 426 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,097 | -12.4% | 2,679 | -16.5% | 0.08% | -12.2% |
| Q1 2023 | $248,828 | -18.6% | 3,209 | -24.6% | 0.09% | -21.7% |
| Q4 2022 | $305,668 | -17.4% | 4,258 | -18.9% | 0.12% | -21.8% |
| Q3 2022 | $370,000 | -9.8% | 5,250 | -6.8% | 0.15% | -7.5% |
| Q2 2022 | $410,000 | -25.5% | 5,634 | -11.1% | 0.16% | -15.0% |
| Q1 2022 | $550,000 | -9.8% | 6,335 | -5.6% | 0.19% | -9.7% |
| Q4 2021 | $610,000 | +23.2% | 6,714 | +14.9% | 0.21% | +15.6% |
| Q3 2021 | $495,000 | +11.7% | 5,845 | +11.0% | 0.18% | +12.6% |
| Q2 2021 | $443,000 | +67.2% | 5,264 | +51.6% | 0.16% | +52.9% |
| Q1 2021 | $265,000 | – | 3,472 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |