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 | $3,908,513 | -31.3% | 48,010 | -29.0% | 0.05% | -23.0% |
| Q2 2023 | $5,693,112 | +43.1% | 67,638 | +32.6% | 0.06% | +24.5% |
| Q1 2023 | $3,979,623 | +296.0% | 51,027 | +264.6% | 0.05% | +40.0% |
| Q4 2022 | $1,004,830 | +21.7% | 13,997 | +13.5% | 0.04% | +6.1% |
| Q3 2022 | $826,000 | +0.7% | 12,331 | +8.1% | 0.03% | 0.0% |
| Q2 2022 | $820,000 | +9.6% | 11,407 | +32.1% | 0.03% | +26.9% |
| Q1 2022 | $748,000 | +39.8% | 8,636 | +49.9% | 0.03% | +44.4% |
| Q4 2021 | $535,000 | +30.8% | 5,762 | +17.4% | 0.02% | +20.0% |
| Q3 2021 | $409,000 | +3.3% | 4,909 | +2.8% | 0.02% | -6.2% |
| Q2 2021 | $396,000 | +19.6% | 4,776 | +10.0% | 0.02% | +14.3% |
| Q1 2021 | $331,000 | +29.3% | 4,341 | +21.4% | 0.01% | +16.7% |
| Q4 2020 | $256,000 | +43.0% | 3,577 | +135.6% | 0.01% | +20.0% |
| Q2 2020 | $179,000 | +28.8% | 1,518 | +6.0% | 0.01% | 0.0% |
| Q1 2020 | $139,000 | +46.3% | 1,432 | +81.7% | 0.01% | +42.9% |
| Q4 2019 | $95,000 | – | 788 | – | 0.01% | – |
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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% |