ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 407 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $66,603 | -3.3% | 818 | 0.0% | 0.04% | +2.5% |
Q2 2023 | $68,861 | +8.2% | 818 | +0.2% | 0.04% | -2.4% |
Q1 2023 | $63,660 | +9.0% | 816 | +0.4% | 0.04% | -4.7% |
Q4 2022 | $58,399 | -20.0% | 813 | -25.9% | 0.04% | -20.4% |
Q3 2022 | $73,000 | -7.6% | 1,097 | 0.0% | 0.05% | -1.8% |
Q2 2022 | $79,000 | -16.8% | 1,097 | +0.3% | 0.06% | -1.8% |
Q1 2022 | $95,000 | -8.7% | 1,094 | -2.7% | 0.06% | -1.8% |
Q4 2021 | $104,000 | +11.8% | 1,124 | +0.4% | 0.06% | +1.8% |
Q3 2021 | $93,000 | 0.0% | 1,119 | 0.0% | 0.06% | 0.0% |
Q2 2021 | $93,000 | +9.4% | 1,119 | +0.1% | 0.06% | -1.8% |
Q1 2021 | $85,000 | +6.2% | 1,118 | 0.0% | 0.06% | 0.0% |
Q4 2020 | $80,000 | -12.1% | 1,118 | +57.7% | 0.06% | -24.0% |
Q3 2020 | $91,000 | +2.2% | 709 | -6.5% | 0.08% | -9.6% |
Q2 2020 | $89,000 | +9.9% | 758 | -8.9% | 0.08% | -11.7% |
Q1 2020 | $81,000 | -27.7% | 832 | -10.7% | 0.09% | -10.5% |
Q4 2019 | $112,000 | – | 932 | – | 0.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |