ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $647,454 | +9.8% | 7,953 | +13.6% | 0.12% | +11.6% |
| Q2 2023 | $589,443 | +4.3% | 7,003 | -3.3% | 0.11% | -1.8% |
| Q1 2023 | $565,038 | +9.4% | 7,245 | +0.7% | 0.11% | -0.9% |
| Q4 2022 | $516,673 | +100.8% | 7,197 | +87.3% | 0.12% | +88.5% |
| Q3 2022 | $257,366 | -6.9% | 3,843 | 0.0% | 0.06% | -7.6% |
| Q2 2022 | $276,312 | -17.0% | 3,843 | 0.0% | 0.07% | -5.7% |
| Q1 2022 | $332,881 | -6.8% | 3,843 | 0.0% | 0.07% | -29.3% |
| Q4 2021 | $357,092 | – | 3,843 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
| Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
| HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
| Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
| First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
| Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
| McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
| Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
| Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |