ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 484 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $515,552 | -11.4% | 4,964 | -14.0% | 0.04% | -15.6% |
Q1 2024 | $582,105 | +8.6% | 5,774 | -1.9% | 0.04% | +15.4% |
Q4 2023 | $535,824 | +3.1% | 5,885 | -7.8% | 0.04% | -11.4% |
Q3 2023 | $519,670 | -10.9% | 6,383 | -7.9% | 0.04% | -12.0% |
Q2 2023 | $583,177 | +12.9% | 6,929 | +4.7% | 0.05% | +4.2% |
Q1 2023 | $516,338 | +6.0% | 6,621 | -2.4% | 0.05% | -4.0% |
Q4 2022 | $487,099 | -50.4% | 6,785 | -53.8% | 0.05% | -10.7% |
Q3 2022 | $983,000 | -21.1% | 14,696 | -15.1% | 0.06% | -22.2% |
Q2 2022 | $1,246,000 | -43.5% | 17,311 | -31.9% | 0.07% | -32.7% |
Q1 2022 | $2,204,000 | +17.9% | 25,435 | +26.4% | 0.11% | -42.2% |
Q4 2021 | $1,870,000 | +8.8% | 20,129 | -3.0% | 0.18% | +4.5% |
Q2 2021 | $1,718,000 | +43.3% | 20,747 | +32.1% | 0.18% | +9.9% |
Q1 2021 | $1,199,000 | +83.9% | 15,703 | +72.3% | 0.16% | +67.7% |
Q4 2020 | $652,000 | +14.0% | 9,112 | +103.8% | 0.10% | +3.2% |
Q3 2020 | $572,000 | +12.4% | 4,470 | +3.6% | 0.09% | +1.1% |
Q2 2020 | $509,000 | +16.7% | 4,316 | -3.8% | 0.09% | -8.0% |
Q1 2020 | $436,000 | -69.6% | 4,487 | -62.4% | 0.10% | -53.9% |
Q4 2019 | $1,432,000 | +159.4% | 11,919 | +139.7% | 0.22% | +88.7% |
Q3 2019 | $552,000 | +0.4% | 4,973 | -1.4% | 0.12% | +59.7% |
Q2 2019 | $550,000 | +3.2% | 5,043 | 0.0% | 0.07% | -39.5% |
Q1 2019 | $533,000 | +17.1% | 5,043 | +3.1% | 0.12% | -2.5% |
Q4 2018 | $455,000 | – | 4,891 | – | 0.12% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Dunhill Financial, LLC | 237,094 | $19,844,749 | 13.03% |
Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |