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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,838,572 | -3.2% | 22,584 | +0.0% | 0.07% | 0.0% |
| Q2 2023 | $1,900,315 | +14.2% | 22,577 | +5.8% | 0.07% | +7.7% |
| Q1 2023 | $1,664,462 | +1116988.6% | 21,342 | +928.0% | 0.06% | +712.5% |
| Q4 2022 | $149 | -99.9% | 2,076 | +31.5% | 0.01% | +33.3% |
| Q3 2022 | $106,000 | -92.9% | 1,579 | -92.4% | 0.01% | -90.2% |
| Q2 2022 | $1,487,000 | -59.9% | 20,680 | -51.6% | 0.06% | -38.4% |
| Q1 2022 | $3,704,000 | -6.0% | 42,762 | +0.9% | 0.10% | +13.8% |
| Q4 2021 | $3,939,000 | +14.4% | 42,387 | +2.8% | 0.09% | -4.4% |
| Q3 2021 | $3,442,000 | +6.4% | 41,245 | +5.6% | 0.09% | +3.4% |
| Q2 2021 | $3,235,000 | +13.0% | 39,054 | +4.2% | 0.09% | +15.8% |
| Q1 2021 | $2,862,000 | – | 37,481 | – | 0.08% | – |
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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% |