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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,009,198 | +7.9% | 11,990 | 0.0% | 0.39% | -4.5% |
| Q1 2023 | $935,100 | +2.2% | 11,990 | -5.9% | 0.40% | -6.7% |
| Q4 2022 | $914,605 | +7.2% | 12,740 | 0.0% | 0.43% | -2.5% |
| Q3 2022 | $853,000 | -6.9% | 12,740 | 0.0% | 0.44% | +7.0% |
| Q2 2022 | $916,000 | -19.4% | 12,740 | -2.9% | 0.42% | -7.0% |
| Q1 2022 | $1,136,000 | -8.7% | 13,115 | -2.1% | 0.45% | +2.5% |
| Q4 2021 | $1,244,000 | +11.7% | 13,390 | 0.0% | 0.44% | -1.1% |
| Q3 2021 | $1,114,000 | +10.3% | 13,390 | +9.8% | 0.44% | +10.3% |
| Q2 2021 | $1,010,000 | +97.3% | 12,190 | +81.9% | 0.40% | +84.7% |
| Q1 2021 | $512,000 | – | 6,700 | – | 0.22% | – |
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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% |