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 | $944,926 | -2.1% | 11,607 | +1.2% | 0.61% | +1.5% |
| Q2 2023 | $964,925 | +13.5% | 11,464 | +5.2% | 0.60% | +10.5% |
| Q1 2023 | $849,935 | +8.6% | 10,898 | 0.0% | 0.54% | -2.9% |
| Q4 2022 | $782,367 | -7.5% | 10,898 | -13.8% | 0.56% | -20.3% |
| Q3 2022 | $846,000 | -6.1% | 12,639 | +0.8% | 0.70% | -11.2% |
| Q2 2022 | $901,000 | -17.4% | 12,537 | -0.5% | 0.79% | -9.6% |
| Q1 2022 | $1,091,000 | -9.5% | 12,600 | -2.8% | 0.87% | -3.5% |
| Q4 2021 | $1,205,000 | +14.8% | 12,963 | +2.7% | 0.90% | +3.7% |
| Q3 2021 | $1,050,000 | -0.3% | 12,619 | -0.8% | 0.87% | +0.5% |
| Q2 2021 | $1,053,000 | +6.9% | 12,717 | -1.4% | 0.87% | -4.7% |
| Q1 2021 | $985,000 | +9.3% | 12,902 | +2.5% | 0.91% | -11.5% |
| Q4 2020 | $901,000 | – | 12,589 | – | 1.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |