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 | $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 ↓ |
|---|---|---|---|
| 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% |