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 | $791,631 | -3.3% | 9,724 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $818,469 | -1.6% | 9,724 | -8.8% | 0.00% | 0.0% |
| Q1 2023 | $831,529 | +5.0% | 10,662 | -3.3% | 0.00% | 0.0% |
| Q4 2022 | $791,772 | +7.1% | 11,029 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $739,000 | -6.8% | 11,029 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $793,000 | -13.3% | 11,029 | +4.4% | 0.00% | 0.0% |
| Q1 2022 | $915,000 | -8.9% | 10,566 | -2.2% | 0.00% | 0.0% |
| Q4 2021 | $1,004,000 | +11.7% | 10,800 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $899,000 | +0.4% | 10,800 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $895,000 | +7.3% | 10,800 | -1.1% | 0.00% | 0.0% |
| Q1 2021 | $834,000 | +5.4% | 10,922 | -1.2% | 0.00% | 0.0% |
| Q4 2020 | $791,000 | +11.9% | 11,054 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $707,000 | +8.4% | 5,527 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $652,000 | +21.2% | 5,527 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $538,000 | -19.0% | 5,527 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $664,000 | +8.3% | 5,527 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $613,000 | +1.5% | 5,527 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $604,000 | +230.1% | 5,527 | +218.2% | 0.00% | +300.0% |
| Q1 2019 | $183,000 | +7.6% | 1,737 | -5.0% | 0.00% | 0.0% |
| Q4 2018 | $170,000 | -12.8% | 1,829 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $195,000 | +5.4% | 1,829 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $185,000 | +3.4% | 1,829 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $179,000 | -4.3% | 1,829 | -3.7% | 0.00% | 0.0% |
| Q4 2017 | $187,000 | +7.5% | 1,899 | +1.3% | 0.00% | 0.0% |
| Q3 2017 | $174,000 | +10.1% | 1,874 | +5.6% | 0.00% | 0.0% |
| Q2 2017 | $158,000 | +2.6% | 1,774 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $154,000 | +5.5% | 1,774 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $146,000 | +2.1% | 1,774 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $143,000 | +4.4% | 1,774 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $137,000 | -20.8% | 1,774 | -21.5% | 0.00% | 0.0% |
| Q1 2016 | $173,000 | +88.0% | 2,259 | +86.8% | 0.00% | 0.0% |
| Q4 2015 | $92,000 | +7.0% | 1,209 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $86,000 | -6.5% | 1,209 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $92,000 | -1.1% | 1,209 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $93,000 | 0.0% | 1,209 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $93,000 | +4.5% | 1,209 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $89,000 | +1.1% | 1,209 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $88,000 | +3.5% | 1,209 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $85,000 | +1.2% | 1,209 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $84,000 | +10.5% | 1,209 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $76,000 | +4.1% | 1,209 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $73,000 | – | 1,209 | – | 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% |