ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $825,795 | -1.5% | 10,144 | +1.8% | 0.00% | – |
| Q2 2023 | $838,298 | -46.6% | 9,960 | -50.6% | 0.00% | – |
| Q1 2023 | $1,570,810 | +141.4% | 20,142 | +122.2% | 0.00% | – |
| Q4 2022 | $650,819 | +8.3% | 9,066 | +1.0% | 0.00% | – |
| Q3 2022 | $601,000 | -10.6% | 8,975 | -4.0% | 0.00% | – |
| Q2 2022 | $672,000 | -16.6% | 9,347 | +0.4% | 0.00% | – |
| Q1 2022 | $806,000 | -7.8% | 9,307 | -1.0% | 0.00% | – |
| Q4 2021 | $874,000 | +18.1% | 9,403 | +5.7% | 0.00% | – |
| Q3 2021 | $740,000 | +354.0% | 8,898 | +351.0% | 0.00% | – |
| Q2 2021 | $163,000 | +7.9% | 1,973 | -0.5% | 0.00% | – |
| Q1 2021 | $151,000 | +2.7% | 1,983 | -3.5% | 0.00% | – |
| Q4 2020 | $147,000 | +9.7% | 2,054 | +96.0% | 0.00% | – |
| Q3 2020 | $134,000 | +41.1% | 1,048 | +30.0% | 0.00% | – |
| Q2 2020 | $95,000 | +23.4% | 806 | +2.0% | 0.00% | – |
| Q1 2020 | $77,000 | -18.9% | 790 | +0.1% | 0.00% | – |
| Q4 2019 | $95,000 | +196.9% | 789 | +170.2% | 0.00% | – |
| Q3 2019 | $32,000 | +23.1% | 292 | +20.2% | 0.00% | – |
| Q2 2019 | $26,000 | -58.1% | 243 | -59.2% | 0.00% | – |
| Q1 2019 | $62,000 | +463.6% | 596 | +405.1% | 0.00% | – |
| Q4 2018 | $11,000 | -31.2% | 118 | -19.7% | 0.00% | – |
| Q3 2018 | $16,000 | – | 147 | – | 0.00% | – |
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% |