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 | $13,514 | -3.3% | 166 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $13,972 | +7.9% | 166 | 0.0% | 0.01% | +12.5% |
| Q1 2023 | $12,946 | -11.6% | 166 | -18.6% | 0.01% | -11.1% |
| Q4 2022 | $14,645 | +4.6% | 204 | 0.0% | 0.01% | -10.0% |
| Q3 2022 | $14,000 | -6.7% | 204 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $15,000 | -28.6% | 204 | -17.1% | 0.01% | -23.1% |
| Q1 2022 | $21,000 | -8.7% | 246 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $23,000 | -4.2% | 246 | -15.2% | 0.01% | -6.7% |
| Q3 2021 | $24,000 | 0.0% | 290 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $24,000 | +9.1% | 290 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $22,000 | +4.8% | 290 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $21,000 | – | 290 | – | 0.02% | – |
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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% |