ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 428 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,641,349 | -15.5% | 15,805 | -18.0% | 0.06% | +65.7% |
| Q1 2024 | $1,942,455 | +6.0% | 19,268 | -2.3% | 0.04% | -42.6% |
| Q4 2023 | $1,832,787 | -0.3% | 19,726 | -12.7% | 0.06% | -12.9% |
| 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 | 237,094 | $19,844,749 | 13.03% |
| Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
| First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
| HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
| Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
| Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
| McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
| Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |