ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 426 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.10 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 ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |