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 | $1,481 | +3.0% | 14,260 | 0.0% | 1.03% | -10.4% |
| Q1 2024 | $1,438 | +10.8% | 14,260 | 0.0% | 1.15% | -12.2% |
| Q4 2023 | $1,298 | +11.8% | 14,260 | 0.0% | 1.31% | +2.5% |
| Q3 2023 | $1,161 | -3.2% | 14,260 | 0.0% | 1.28% | +3.6% |
| Q2 2023 | $1,200 | +7.9% | 14,260 | 0.0% | 1.23% | -5.7% |
| Q1 2023 | $1,112 | +8.6% | 14,260 | 0.0% | 1.31% | +6.8% |
| Q4 2022 | $1,024 | -99.9% | 14,260 | 0.0% | 1.22% | +17.4% |
| Q3 2022 | $955,000 | -6.8% | 14,260 | 0.0% | 1.04% | -0.7% |
| Q2 2022 | $1,025,000 | -17.0% | 14,260 | 0.0% | 1.05% | +13.4% |
| Q1 2022 | $1,235,000 | -6.8% | 14,260 | 0.0% | 0.93% | +9.6% |
| Q4 2021 | $1,325,000 | – | 14,260 | – | 0.84% | – |
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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% |