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 | $914,579 | -5.9% | 11,234 | -2.7% | 0.70% | +235.1% |
| Q2 2023 | $972,015 | +19.1% | 11,548 | +10.4% | 0.21% | +34.2% |
| Q1 2023 | $816,113 | -14.5% | 10,464 | -21.3% | 0.16% | -20.1% |
| Q4 2022 | $954,534 | +36.6% | 13,296 | +27.3% | 0.19% | +31.1% |
| Q3 2022 | $699,000 | -16.9% | 10,442 | -10.8% | 0.15% | -17.3% |
| Q2 2022 | $841,000 | +27.2% | 11,704 | +53.2% | 0.18% | +49.2% |
| Q1 2022 | $661,000 | +62.0% | 7,641 | +73.7% | 0.12% | +48.1% |
| Q4 2021 | $408,000 | – | 4,399 | – | 0.08% | – |
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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% |