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 | $305 | +24.5% | 3,752 | +19.2% | 0.18% | -7.1% |
| Q1 2023 | $245 | -17.5% | 3,147 | -23.9% | 0.20% | -5.3% |
| Q4 2022 | $297 | -99.9% | 4,137 | -0.2% | 0.21% | -15.1% |
| Q3 2022 | $278,000 | -24.7% | 4,147 | -19.3% | 0.24% | -5.0% |
| Q2 2022 | $369,000 | -17.1% | 5,137 | 0.0% | 0.26% | -15.4% |
| Q1 2022 | $445,000 | +15.6% | 5,137 | +23.9% | 0.30% | +18.7% |
| Q4 2021 | $385,000 | +191.7% | 4,147 | +140.0% | 0.26% | +152.0% |
| Q1 2021 | $132,000 | – | 1,728 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 254,829 | $22,073,000 | 5.80% |
| First Affirmative Financial Network | 55,175 | $4,779,000 | 4.58% |
| HILL ISLAND FINANCIAL LLC | 137,447 | $11,906,000 | 4.38% |
| Laurel Wealth Planning LLC | 72,856 | $6,311,000 | 4.26% |
| Prostatis Group LLC | 51,616 | $4,471,010 | 3.58% |
| Financial Insights, Inc. | 38,100 | $3,300,000 | 3.03% |
| Mascoma Wealth Management LLC | 102,278 | $8,859,000 | 2.82% |
| One Capital Management, LLC | 525,489 | $45,516,000 | 2.41% |
| Cribstone Capital Management, LLC | 44,370 | $3,843,000 | 2.10% |
| McClarren Financial Advisors, Inc. | 30,766 | $2,664,000 | 1.93% |