ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 453 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,976,785 | +2.3% | 19,035 | -0.6% | 0.84% | +0.7% |
| Q1 2024 | $1,931,419 | -11.5% | 19,159 | -20.1% | 0.83% | -18.7% |
| Q4 2023 | $2,182,013 | +35.6% | 23,965 | +21.4% | 1.02% | +24.8% |
| Q3 2023 | $1,608,879 | -2.1% | 19,736 | +1.0% | 0.82% | +2.4% |
| Q2 2023 | $1,644,093 | +7.7% | 19,533 | -0.2% | 0.80% | +1.5% |
| Q1 2023 | $1,526,030 | +14.1% | 19,567 | +5.0% | 0.79% | +9.4% |
| Q4 2022 | $1,338,022 | – | 18,638 | – | 0.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 237,094 | $19,844,749 | 13.03% |
| Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
| First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
| HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
| Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
| Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
| McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
| Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |