ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $594,765 | +9.8% | 7,626 | +1.1% | 0.33% | +15.6% |
Q4 2022 | $541,739 | +6.0% | 7,546 | -1.2% | 0.29% | +14.7% |
Q3 2022 | $511,000 | -6.9% | 7,634 | 0.0% | 0.25% | +17.3% |
Q2 2022 | $549,000 | -58.4% | 7,634 | -49.9% | 0.21% | -57.2% |
Q1 2022 | $1,320,000 | -4.4% | 15,244 | +2.6% | 0.50% | -10.4% |
Q4 2021 | $1,381,000 | +28.3% | 14,860 | +14.9% | 0.56% | +14.6% |
Q3 2021 | $1,076,000 | +1.4% | 12,935 | +1.0% | 0.49% | -4.9% |
Q2 2021 | $1,061,000 | +19.2% | 12,810 | +9.9% | 0.51% | -0.8% |
Q1 2021 | $890,000 | +6.7% | 11,654 | 0.0% | 0.52% | -2.3% |
Q4 2020 | $834,000 | – | 11,654 | – | 0.53% | – |
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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% |