ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 407 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,563,072 | -3.3% | 19,200 | 0.0% | 0.02% | -3.8% |
| Q2 2023 | $1,616,064 | +7.9% | 19,200 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $1,497,408 | +8.6% | 19,200 | 0.0% | 0.03% | +4.0% |
| Q4 2022 | $1,378,368 | +7.2% | 19,200 | 0.0% | 0.02% | -7.4% |
| Q3 2022 | $1,286,000 | -6.8% | 19,200 | 0.0% | 0.03% | -3.6% |
| Q2 2022 | $1,380,000 | -17.0% | 19,200 | 0.0% | 0.03% | -9.7% |
| Q1 2022 | $1,663,000 | – | 19,200 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Laurel Wealth Planning LLC | 108,700 | $7,776,000 | 7.58% |
| C-J Advisory, Inc. | 100,921 | $7,219,000 | 4.50% |
| Cribstone Capital Management, LLC | 54,588 | $3,905,000 | 2.68% |
| McClarren Financial Advisors, Inc. | 29,869 | $2,136,000 | 2.05% |
| Financial Insights, Inc. | 34,939 | $2,500,000 | 1.94% |
| Columbia Trust Co 01012016 | 36,655 | $2,622,000 | 1.82% |
| Asset Allocation & Management Company, LLC | 37,776 | $2,702,000 | 1.74% |
| SOA Wealth Advisors, LLC. | 83,409 | $6,254,000 | 1.70% |
| BigSur Wealth Management LLC | 40,000 | $2,862,000 | 1.62% |
| Trellis Advisors, LLC | 31,618 | $2,262,000 | 1.36% |