ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 443 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,576,791 | +7.8% | 18,414 | -2.3% | 1.09% | +0.9% |
| Q1 2023 | $1,463,026 | +12.0% | 18,851 | +6.0% | 1.08% | -2.5% |
| Q4 2022 | $1,306,068 | +37.0% | 17,789 | +23.9% | 1.11% | +3.3% |
| Q3 2022 | $953,000 | -13.3% | 14,360 | -3.0% | 1.08% | +16.3% |
| Q2 2022 | $1,099,000 | -0.9% | 14,811 | +12.8% | 0.92% | +9.0% |
| Q1 2022 | $1,109,000 | +9.6% | 13,132 | +14.3% | 0.85% | +29.0% |
| Q4 2021 | $1,012,000 | +22.4% | 11,487 | +22.6% | 0.66% | +24.6% |
| Q3 2021 | $827,000 | -13.5% | 9,368 | -16.8% | 0.53% | -8.3% |
| Q2 2021 | $956,000 | +31.3% | 11,260 | +24.5% | 0.58% | +26.9% |
| Q1 2021 | $728,000 | +34.6% | 9,041 | +19.5% | 0.45% | +20.7% |
| Q4 2020 | $541,000 | +20.5% | 7,567 | +115.6% | 0.38% | +19.0% |
| Q3 2020 | $449,000 | +47.2% | 3,510 | +36.0% | 0.32% | +25.4% |
| Q2 2020 | $305,000 | +12.5% | 2,581 | -7.1% | 0.25% | +0.4% |
| Q1 2020 | $271,000 | – | 2,779 | – | 0.25% | – |
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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% |