ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $815,781 | -5.8% | 10,021 | -2.6% | 0.13% | -0.8% |
| Q2 2023 | $866,164 | +2.2% | 10,291 | -5.3% | 0.13% | -5.1% |
| Q1 2023 | $847,579 | +25.9% | 10,868 | +15.9% | 0.14% | +14.2% |
| Q4 2022 | $673,390 | -5.0% | 9,380 | -11.4% | 0.12% | -14.3% |
| Q3 2022 | $709,000 | -45.3% | 10,584 | -41.2% | 0.14% | -43.8% |
| Q2 2022 | $1,295,000 | +75.2% | 18,006 | +110.9% | 0.25% | +64.9% |
| Q1 2022 | $739,000 | +136.9% | 8,536 | +154.6% | 0.15% | +139.7% |
| Q4 2021 | $312,000 | -33.0% | 3,353 | -40.4% | 0.06% | -42.7% |
| Q2 2021 | $466,000 | – | 5,624 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |