ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 426 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,489,233 | +3.0% | 18,293 | +6.5% | 0.02% | +7.1% |
| Q2 2023 | $1,445,620 | +12.0% | 17,175 | +3.8% | 0.01% | 0.0% |
| Q1 2023 | $1,290,184 | -59.5% | 16,543 | -62.7% | 0.01% | -50.0% |
| Q4 2022 | $3,187,620 | -99.9% | 44,402 | -44.4% | 0.03% | -3.4% |
| Q3 2022 | $2,677,675,000 | +65497.1% | 79,880 | +40.7% | 0.03% | -31.0% |
| Q2 2022 | $4,082,000 | +108.6% | 56,771 | +151.3% | 0.04% | +110.0% |
| Q1 2022 | $1,957,000 | +18.3% | 22,591 | +26.9% | 0.02% | +17.6% |
| Q4 2021 | $1,654,000 | -8.8% | 17,804 | -18.3% | 0.02% | -5.6% |
| Q3 2021 | $1,814,000 | +77.7% | 21,803 | +76.9% | 0.02% | +50.0% |
| Q2 2021 | $1,021,000 | +15.0% | 12,327 | +6.0% | 0.01% | +9.1% |
| Q1 2021 | $888,000 | -63.6% | 11,630 | -66.1% | 0.01% | -60.7% |
| Q4 2020 | $2,437,000 | -99.7% | 34,298 | +39323.0% | 0.03% | +115.4% |
| Q3 2020 | $713,000,000 | – | 87 | – | 0.01% | – |
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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% |