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 | $536,736 | -22.6% | 6,593 | -20.0% | 0.32% | -21.5% |
| Q2 2023 | $693,897 | -5.4% | 8,244 | -12.4% | 0.40% | -15.4% |
| Q1 2023 | $733,886 | -21.9% | 9,410 | -28.1% | 0.48% | -28.2% |
| Q4 2022 | $939,372 | +5.1% | 13,085 | -2.0% | 0.67% | -1.5% |
| Q3 2022 | $894,000 | -99.9% | 13,350 | +17.3% | 0.68% | +7.5% |
| Q2 2022 | $818,011,000 | +146234.7% | 11,377 | +74.8% | 0.63% | +64.5% |
| Q1 2022 | $559,000 | +94.8% | 6,507 | +111.7% | 0.38% | +78.1% |
| Q4 2021 | $287,000 | 0.0% | 3,073 | -11.5% | 0.22% | -22.9% |
| Q3 2021 | $287,000 | +80.5% | 3,471 | +80.2% | 0.28% | +61.3% |
| Q2 2021 | $159,000 | -5.9% | 1,926 | -12.3% | 0.17% | -13.1% |
| Q1 2021 | $169,000 | -27.8% | 2,196 | -33.1% | 0.20% | -30.4% |
| Q4 2020 | $234,000 | – | 3,283 | – | 0.29% | – |
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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% |