ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 502 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,609,553 | +8.4% | 15,499 | +5.2% | 1.44% | +0.7% |
| Q1 2024 | $1,485,233 | +10.7% | 14,733 | -0.0% | 1.43% | -0.6% |
| Q4 2023 | $1,341,664 | +11.9% | 14,735 | +0.0% | 1.44% | -1.6% |
| Q3 2023 | $1,199,439 | -3.6% | 14,733 | -0.3% | 1.47% | +2.9% |
| Q2 2023 | $1,244,372 | +13.8% | 14,784 | +5.5% | 1.42% | +4.6% |
| Q1 2023 | $1,093,336 | +7.8% | 14,019 | -0.8% | 1.36% | -2.4% |
| Q4 2022 | $1,014,268 | +6.7% | 14,128 | -0.5% | 1.40% | +0.6% |
| Q3 2022 | $951,000 | -4.1% | 14,196 | +2.9% | 1.39% | +2.2% |
| Q2 2022 | $992,000 | -12.6% | 13,801 | +5.4% | 1.36% | +2.3% |
| Q1 2022 | $1,135,000 | -5.7% | 13,100 | +0.9% | 1.33% | -2.1% |
| Q4 2021 | $1,204,000 | – | 12,982 | – | 1.36% | – |
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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% |