ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 412 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $42,427 | +221.2% | 544 | +195.7% | 0.03% | +209.1% |
| Q4 2022 | $13,209 | -58.7% | 184 | -61.6% | 0.01% | -64.5% |
| Q3 2022 | $32,000 | -27.3% | 479 | -22.0% | 0.03% | -22.5% |
| Q2 2022 | $44,000 | -8.3% | 614 | +10.4% | 0.04% | 0.0% |
| Q1 2022 | $48,000 | +54.8% | 556 | +65.5% | 0.04% | +60.0% |
| Q4 2021 | $31,000 | +10.7% | 336 | 0.0% | 0.02% | +4.2% |
| Q3 2021 | $28,000 | 0.0% | 336 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $28,000 | +100.0% | 336 | +80.6% | 0.02% | +84.6% |
| Q1 2021 | $14,000 | +7.7% | 186 | 0.0% | 0.01% | +18.2% |
| Q4 2020 | $13,000 | – | 186 | – | 0.01% | – |
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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% |