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 ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 254,829 | $22,073,000 | 5.80% |
| First Affirmative Financial Network | 55,175 | $4,779,000 | 4.58% |
| HILL ISLAND FINANCIAL LLC | 137,447 | $11,906,000 | 4.38% |
| Laurel Wealth Planning LLC | 72,856 | $6,311,000 | 4.26% |
| Prostatis Group LLC | 51,616 | $4,471,010 | 3.58% |
| Financial Insights, Inc. | 38,100 | $3,300,000 | 3.03% |
| Mascoma Wealth Management LLC | 102,278 | $8,859,000 | 2.82% |
| One Capital Management, LLC | 525,489 | $45,516,000 | 2.41% |
| Cribstone Capital Management, LLC | 44,370 | $3,843,000 | 2.10% |
| McClarren Financial Advisors, Inc. | 30,766 | $2,664,000 | 1.93% |