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 | $1,481,005 | -3.3% | 18,192 | 0.0% | 0.05% | -7.8% |
| Q2 2023 | $1,531,214 | +3.4% | 18,192 | -4.2% | 0.05% | -8.9% |
| Q1 2023 | $1,481,156 | +12.2% | 18,992 | +3.2% | 0.06% | -1.8% |
| Q4 2022 | $1,320,660 | -11.4% | 18,396 | -17.3% | 0.06% | -18.6% |
| Q3 2022 | $1,490,000 | -31.7% | 22,246 | -26.7% | 0.07% | -29.3% |
| Q2 2022 | $2,181,000 | -26.5% | 30,330 | -11.5% | 0.10% | -25.0% |
| Q1 2022 | $2,967,000 | -19.2% | 34,255 | -13.3% | 0.13% | -14.3% |
| Q4 2021 | $3,671,000 | – | 39,504 | – | 0.15% | – |
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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% |