ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 428 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $591 | +3.3% | 5,690 | +0.2% | 0.52% | +4.7% |
| Q1 2024 | $572 | +10.9% | 5,678 | +0.2% | 0.49% | +1.4% |
| Q4 2023 | $516 | +12.7% | 5,664 | +0.7% | 0.49% | -3.9% |
| Q3 2023 | $458 | -3.2% | 5,623 | 0.0% | 0.51% | -5.8% |
| Q2 2023 | $473 | +8.0% | 5,623 | +0.2% | 0.54% | +15.2% |
| Q1 2023 | $438 | +9.2% | 5,610 | +0.3% | 0.47% | +1.7% |
| Q4 2022 | $401 | -99.9% | 5,591 | -1.8% | 0.46% | +160.8% |
| Q3 2022 | $381,000 | -53.4% | 5,692 | -50.0% | 0.18% | -6.4% |
| Q2 2022 | $818,000 | +66.3% | 11,384 | +100.5% | 0.19% | -7.4% |
| Q1 2022 | $492,000 | -6.5% | 5,678 | +0.2% | 0.20% | -11.0% |
| Q4 2021 | $526,000 | +12.4% | 5,664 | +0.6% | 0.23% | +20.0% |
| Q3 2021 | $468,000 | +0.4% | 5,629 | 0.0% | 0.19% | +1.6% |
| Q2 2021 | $466,000 | +8.9% | 5,629 | +0.5% | 0.19% | +5.1% |
| Q1 2021 | $428,000 | +6.7% | 5,601 | 0.0% | 0.18% | +4.7% |
| Q4 2020 | $401,000 | +12.3% | 5,601 | +100.5% | 0.17% | +11.1% |
| Q3 2020 | $357,000 | – | 2,793 | – | 0.15% | – |
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% |