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 | $556,303 | +0.4% | 5,356 | -2.6% | 0.20% | -3.9% |
| Q1 2024 | $554,224 | +5.5% | 5,498 | -4.7% | 0.20% | -1.0% |
| Q4 2023 | $525,536 | +36.1% | 5,772 | +21.7% | 0.21% | +22.5% |
| Q3 2023 | $386,180 | -4.8% | 4,744 | -1.6% | 0.17% | -1.7% |
| Q2 2023 | $405,585 | +8.6% | 4,819 | +0.6% | 0.17% | -0.6% |
| Q1 2023 | $373,615 | -15.5% | 4,791 | -22.2% | 0.17% | -21.4% |
| Q4 2022 | $442,180 | +5.5% | 6,159 | -1.7% | 0.22% | +3.8% |
| Q3 2022 | $419,000 | -3.2% | 6,263 | +3.9% | 0.21% | +5.5% |
| Q2 2022 | $433,000 | -3.1% | 6,027 | +16.8% | 0.20% | +12.9% |
| Q1 2022 | $447,000 | -25.6% | 5,160 | -20.2% | 0.18% | -21.2% |
| Q4 2021 | $601,000 | – | 6,470 | – | 0.23% | – |
Download | ||||||
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% |