ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 412 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $212,530 | -2.0% | 2,525 | -9.2% | 0.13% | -4.4% |
| Q1 2023 | $216,813 | -87.3% | 2,780 | -88.3% | 0.14% | -87.9% |
| Q4 2022 | $1,705,012 | +4.3% | 23,750 | -2.6% | 1.13% | +2.6% |
| Q3 2022 | $1,634,000 | -99.9% | 24,395 | +1.1% | 1.10% | -4.0% |
| Q2 2022 | $1,734,947,000 | -7.5% | 24,130 | +11.5% | 1.15% | +5.4% |
| Q1 2022 | $1,875,323,000 | -3.7% | 21,650 | +3.3% | 1.09% | -1.4% |
| Q4 2021 | $1,948,068,000 | +11.6% | 20,965 | -0.0% | 1.10% | +4.2% |
| Q3 2021 | $1,745,330,000 | -0.1% | 20,975 | -0.5% | 1.06% | -2.5% |
| Q2 2021 | $1,746,471,000 | +12.0% | 21,085 | +3.2% | 1.09% | +1.2% |
| Q1 2021 | $1,560,035,000 | +17.8% | 20,430 | +10.4% | 1.07% | +1.5% |
| Q4 2020 | $1,324,205,000 | +16.4% | 18,510 | +108.1% | 1.06% | -1.0% |
| Q3 2020 | $1,138,115,000 | – | 8,895 | – | 1.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Laurel Wealth Planning LLC | 108,700 | $7,776,000 | 7.58% |
| C-J Advisory, Inc. | 100,921 | $7,219,000 | 4.50% |
| Cribstone Capital Management, LLC | 54,588 | $3,905,000 | 2.68% |
| McClarren Financial Advisors, Inc. | 29,869 | $2,136,000 | 2.05% |
| Financial Insights, Inc. | 34,939 | $2,500,000 | 1.94% |
| Columbia Trust Co 01012016 | 36,655 | $2,622,000 | 1.82% |
| Asset Allocation & Management Company, LLC | 37,776 | $2,702,000 | 1.74% |
| SOA Wealth Advisors, LLC. | 83,409 | $6,254,000 | 1.70% |
| BigSur Wealth Management LLC | 40,000 | $2,862,000 | 1.62% |
| Trellis Advisors, LLC | 31,618 | $2,262,000 | 1.36% |