ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $655,513 | -2.2% | 8,052 | +1.1% | 0.33% | +3.5% |
| Q2 2023 | $670,246 | +4.5% | 7,963 | -3.2% | 0.32% | -5.1% |
| Q1 2023 | $641,546 | +13.6% | 8,226 | +4.6% | 0.34% | +10.9% |
| Q4 2022 | $564,628 | +4.6% | 7,865 | -2.4% | 0.30% | -5.9% |
| Q3 2022 | $540,000 | -2.9% | 8,056 | +4.2% | 0.32% | -0.6% |
| Q2 2022 | $556,000 | -19.3% | 7,728 | -2.8% | 0.32% | -0.3% |
| Q1 2022 | $689,000 | +2.5% | 7,950 | +9.9% | 0.32% | -4.1% |
| Q4 2021 | $672,000 | +11.8% | 7,231 | +0.2% | 0.34% | +5.6% |
| Q3 2021 | $601,000 | +7.1% | 7,219 | +6.6% | 0.32% | +7.0% |
| Q2 2021 | $561,000 | +7.1% | 6,772 | -1.4% | 0.30% | -1.6% |
| Q1 2021 | $524,000 | +19.1% | 6,867 | +11.7% | 0.30% | +1.7% |
| Q4 2020 | $440,000 | – | 6,150 | – | 0.30% | – |
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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% |