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 | $396,788 | -5.2% | 4,874 | -2.0% | 0.10% | -4.7% |
| Q2 2023 | $418,488 | +5.1% | 4,972 | -2.6% | 0.11% | +1.0% |
| Q1 2023 | $398,113 | +19.0% | 5,105 | +9.6% | 0.10% | +8.2% |
| Q4 2022 | $334,488 | +19.5% | 4,659 | +11.6% | 0.10% | +9.0% |
| Q3 2022 | $280,000 | -89.8% | 4,175 | -89.0% | 0.09% | -89.5% |
| Q2 2022 | $2,737,000 | +216.8% | 38,064 | +281.6% | 0.85% | +176.5% |
| Q1 2022 | $864,000 | +37.4% | 9,976 | +47.3% | 0.31% | +49.3% |
| Q4 2021 | $629,000 | – | 6,774 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
| Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
| HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
| Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
| First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
| Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
| McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
| Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
| Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |