ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 414 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $22,369 | +3.1% | 216 | +0.5% | 0.01% | -12.5% |
Q1 2024 | $21,690 | -23.9% | 215 | -31.3% | 0.01% | -27.3% |
Q4 2023 | $28,487 | +19.8% | 313 | +7.2% | 0.01% | +10.0% |
Q3 2023 | $23,781 | +12.1% | 292 | +15.9% | 0.01% | +11.1% |
Q2 2023 | $21,221 | +8.0% | 252 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $19,653 | +8.7% | 252 | 0.0% | 0.01% | -10.0% |
Q4 2022 | $18,077 | +6.3% | 252 | 0.0% | 0.01% | +11.1% |
Q3 2022 | $17,000 | -5.6% | 252 | +0.4% | 0.01% | 0.0% |
Q2 2022 | $18,000 | -18.2% | 251 | -2.0% | 0.01% | 0.0% |
Q1 2022 | $22,000 | -4.3% | 256 | +2.0% | 0.01% | 0.0% |
Q4 2021 | $23,000 | +9.5% | 251 | 0.0% | 0.01% | -10.0% |
Q3 2021 | $21,000 | +40.0% | 251 | +102.4% | 0.01% | 0.0% |
Q4 2019 | $15,000 | – | 124 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Laurel Wealth Planning LLC | 108,700 | $7,776,000 | 7.58% |
C-J Advisory, Inc. | 100,921 | $7,219,000 | 4.50% |
Cribstone Capital Management, LLC | 54,588 | $3,905,000 | 2.68% |
McClarren Financial Advisors, Inc. | 29,869 | $2,136,000 | 2.05% |
Financial Insights, Inc. | 34,939 | $2,500,000 | 1.94% |
Columbia Trust Co 01012016 | 36,655 | $2,622,000 | 1.82% |
Asset Allocation & Management Company, LLC | 37,776 | $2,702,000 | 1.74% |
SOA Wealth Advisors, LLC. | 83,409 | $6,254,000 | 1.70% |
BigSur Wealth Management LLC | 40,000 | $2,862,000 | 1.62% |
Trellis Advisors, LLC | 31,618 | $2,262,000 | 1.36% |