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 2022 | $14,000 | -6.7% | 221 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | -21.1% | 220 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $19,000 | -5.0% | 220 | +0.5% | 0.00% | -20.0% |
| Q4 2021 | $20,000 | -13.0% | 219 | -20.9% | 0.01% | -16.7% |
| Q3 2021 | $23,000 | +4.5% | 277 | +0.4% | 0.01% | 0.0% |
| Q2 2021 | $22,000 | +4.8% | 276 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $21,000 | +5.0% | 276 | +0.4% | 0.01% | 0.0% |
| Q4 2020 | $20,000 | +17.6% | 275 | +100.7% | 0.01% | 0.0% |
| Q3 2020 | $17,000 | +6.2% | 137 | +0.7% | 0.01% | 0.0% |
| Q2 2020 | $16,000 | +33.3% | 136 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $12,000 | -25.0% | 136 | +0.7% | 0.01% | +20.0% |
| Q4 2019 | $16,000 | 0.0% | 135 | -11.2% | 0.01% | -16.7% |
| Q3 2019 | $16,000 | -5.9% | 152 | -6.2% | 0.01% | 0.0% |
| Q2 2019 | $17,000 | – | 162 | – | 0.01% | – |
Download | ||||||
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% |