ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $565,067 | -3.3% | 6,941 | 0.0% | 0.26% | -9.0% |
| Q2 2023 | $584,224 | +7.9% | 6,941 | 0.0% | 0.29% | -4.6% |
| Q1 2023 | $541,329 | +8.6% | 6,941 | 0.0% | 0.30% | +1.7% |
| Q4 2022 | $498,294 | -7.9% | 6,941 | -14.1% | 0.30% | -11.0% |
| Q3 2022 | $541,000 | -8.6% | 8,079 | -1.9% | 0.34% | -6.7% |
| Q2 2022 | $592,000 | -18.8% | 8,239 | -2.1% | 0.36% | -10.0% |
| Q1 2022 | $729,000 | +143.0% | 8,414 | +160.6% | 0.40% | +114.5% |
| Q4 2021 | $300,000 | +4900.0% | 3,229 | +4648.5% | 0.19% | +3620.0% |
| Q3 2021 | $6,000 | 0.0% | 68 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $6,000 | +20.0% | 68 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $5,000 | – | 68 | – | 0.01% | – |
Download | ||||||
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% |