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 | $253,038 | -3.3% | 3,107 | -0.0% | 0.13% | +1.6% |
| Q2 2023 | $261,616 | +8.2% | 3,108 | +0.2% | 0.12% | +5.0% |
| Q1 2023 | $241,848 | +9.0% | 3,101 | +0.3% | 0.12% | 0.0% |
| Q4 2022 | $221,851 | -99.9% | 3,091 | -11.1% | 0.12% | -13.1% |
| Q3 2022 | $244,389,000 | +10.9% | 3,477 | +13.5% | 0.14% | +29.2% |
| Q2 2022 | $220,327,000 | +83357.2% | 3,064 | +0.5% | 0.11% | -10.9% |
| Q1 2022 | $264,000 | -6.7% | 3,049 | 0.0% | 0.12% | +1.7% |
| Q4 2021 | $283,000 | +12.3% | 3,049 | +0.3% | 0.12% | +5.4% |
| Q3 2021 | $252,000 | +0.4% | 3,040 | 0.0% | 0.11% | +1.8% |
| Q2 2021 | $251,000 | +8.2% | 3,040 | 0.0% | 0.11% | -7.6% |
| Q1 2021 | $232,000 | +6.9% | 3,040 | 0.0% | 0.12% | -3.3% |
| Q4 2020 | $217,000 | – | 3,040 | – | 0.12% | – |
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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% |