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 | $2,768,021 | -19.7% | 34,001 | -17.0% | 0.59% | -20.8% |
| Q2 2023 | $3,447,182 | +13.1% | 40,955 | +4.8% | 0.74% | -14.2% |
| Q1 2023 | $3,047,147 | +7.1% | 39,071 | -1.4% | 0.86% | +1.2% |
| Q4 2022 | $2,844,535 | +11.6% | 39,623 | +4.1% | 0.86% | +5.7% |
| Q3 2022 | $2,548,000 | -6.0% | 38,047 | +0.9% | 0.81% | +8.6% |
| Q2 2022 | $2,712,000 | -7.8% | 37,718 | +11.0% | 0.74% | -2.1% |
| Q1 2022 | $2,943,000 | +7.6% | 33,979 | +15.5% | 0.76% | +13.8% |
| Q4 2021 | $2,734,000 | +63.6% | 29,422 | +46.5% | 0.67% | -2.2% |
| Q3 2021 | $1,671,000 | -8.4% | 20,080 | -8.9% | 0.68% | +30.8% |
| Q2 2021 | $1,825,000 | +33.0% | 22,039 | +22.6% | 0.52% | +13.2% |
| Q1 2021 | $1,372,000 | -0.5% | 17,970 | -6.8% | 0.46% | -56.5% |
| Q4 2020 | $1,379,000 | – | 19,282 | – | 1.06% | – |
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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% |