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 2021 | $166,000 | +107.5% | 1,892 | +94.9% | 0.06% | +90.3% |
| Q2 2021 | $80,000 | +90.5% | 971 | +64.9% | 0.03% | +47.6% |
| Q1 2021 | $42,000 | 0.0% | 589 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $42,000 | -20.8% | 589 | +43.0% | 0.02% | -32.3% |
| Q3 2020 | $53,000 | +8.2% | 412 | 0.0% | 0.03% | -8.8% |
| Q2 2020 | $49,000 | +22.5% | 412 | 0.0% | 0.03% | -2.9% |
| Q1 2020 | $40,000 | -18.4% | 412 | 0.0% | 0.04% | -10.3% |
| Q4 2019 | $49,000 | +345.5% | 412 | +312.0% | 0.04% | +290.0% |
| Q3 2019 | $11,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $11,000 | -86.4% | 100 | -87.0% | 0.01% | -83.6% |
| Q1 2019 | $81,000 | +14.1% | 771 | 0.0% | 0.06% | +15.1% |
| Q4 2018 | $71,000 | – | 771 | – | 0.05% | – |
Download | ||||||
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% |