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 | $466 | -3.3% | 5,727 | 0.0% | 0.19% | -18.2% |
| Q2 2023 | $482 | +17.8% | 5,727 | +0.6% | 0.23% | +51.0% |
| Q4 2022 | $409 | -99.9% | 5,695 | +0.4% | 0.15% | -5.0% |
| Q3 2022 | $380,000 | -6.6% | 5,671 | +0.1% | 0.16% | +2.5% |
| Q2 2022 | $407,000 | -16.9% | 5,667 | +0.3% | 0.16% | 0.0% |
| Q1 2022 | $490,000 | -6.5% | 5,652 | +0.2% | 0.16% | -4.3% |
| Q4 2021 | $524,000 | +12.0% | 5,639 | +0.3% | 0.16% | +5.1% |
| Q3 2021 | $468,000 | +0.9% | 5,622 | +0.3% | 0.16% | +6.8% |
| Q2 2021 | $464,000 | +8.7% | 5,605 | +0.2% | 0.15% | +1.4% |
| Q1 2021 | $427,000 | +3.4% | 5,593 | -3.2% | 0.14% | -4.6% |
| Q4 2020 | $413,000 | +12.2% | 5,777 | +100.6% | 0.15% | -5.6% |
| Q3 2020 | $368,000 | +8.6% | 2,880 | +0.3% | 0.16% | 0.0% |
| Q2 2020 | $339,000 | +22.4% | 2,870 | +0.9% | 0.16% | -0.6% |
| Q1 2020 | $277,000 | -18.8% | 2,845 | +0.4% | 0.16% | 0.0% |
| Q4 2019 | $341,000 | +9.3% | 2,835 | +0.7% | 0.16% | -14.8% |
| Q3 2019 | $312,000 | – | 2,814 | – | 0.19% | – |
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% |