ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 426 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,035,753 | -8.2% | 61,857 | -5.1% | 1.25% | -2.6% |
| Q2 2023 | $5,483,569 | -1.3% | 65,149 | -8.6% | 1.28% | -6.1% |
| Q1 2023 | $5,556,799 | +10.7% | 71,250 | +1.9% | 1.37% | +1.3% |
| Q4 2022 | $5,020,542 | +5.5% | 69,934 | -1.6% | 1.35% | -5.7% |
| Q3 2022 | $4,760,000 | -3.2% | 71,082 | +4.0% | 1.43% | -1.0% |
| Q2 2022 | $4,915,000 | -23.3% | 68,361 | -7.6% | 1.45% | -7.4% |
| Q1 2022 | $6,411,000 | -6.9% | 74,013 | +0.1% | 1.56% | -6.2% |
| Q4 2021 | $6,884,000 | +12.2% | 73,950 | +0.3% | 1.67% | +6.0% |
| Q3 2021 | $6,134,000 | -2.9% | 73,718 | -3.3% | 1.57% | -3.1% |
| Q2 2021 | $6,314,000 | -0.4% | 76,235 | -8.2% | 1.62% | -8.6% |
| Q1 2021 | $6,342,000 | +1.4% | 83,062 | -0.4% | 1.77% | +4.2% |
| Q4 2020 | $6,254,000 | – | 83,409 | – | 1.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |