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 | $4,607 | +22.3% | 44 | +18.9% | 0.00% | +100.0% |
| Q1 2024 | $3,767 | +11.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $3,394 | -73.0% | 37 | -76.0% | 0.00% | -83.3% |
| Q3 2023 | $12,553 | -8.8% | 154 | -5.5% | 0.01% | -14.3% |
| Q2 2023 | $13,757 | +8.2% | 163 | 0.0% | 0.01% | +16.7% |
| Q1 2023 | $12,718 | +13.2% | 163 | +3.8% | 0.01% | 0.0% |
| Q4 2022 | $11,235 | +11.2% | 157 | +4.0% | 0.01% | 0.0% |
| Q3 2022 | $10,104 | -6.4% | 151 | +0.7% | 0.01% | 0.0% |
| Q2 2022 | $10,800 | +3.2% | 150 | +24.0% | 0.01% | +20.0% |
| Q1 2022 | $10,466 | +71.9% | 121 | +83.3% | 0.01% | +66.7% |
| Q4 2021 | $6,089 | +32.3% | 66 | +20.0% | 0.00% | 0.0% |
| Q3 2021 | $4,604 | +1910.5% | 55 | -99.7% | 0.00% | -66.7% |
| Q2 2021 | $229 | -94.8% | 18,989 | +32639.7% | 0.01% | +200.0% |
| Q1 2021 | $4,429 | – | 58 | – | 0.00% | – |
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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% |