ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 419 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,328,843 | -1.3% | 53,173 | +2.0% | 0.09% | 0.0% |
| Q2 2023 | $4,385,956 | +37.4% | 52,108 | +27.3% | 0.09% | +29.9% |
| Q1 2023 | $3,191,895 | -3.5% | 40,927 | -11.2% | 0.07% | -10.7% |
| Q4 2022 | $3,308,366 | +7.6% | 46,084 | +0.4% | 0.08% | -1.3% |
| Q3 2022 | $3,075,000 | +10.0% | 45,918 | +18.1% | 0.08% | +16.9% |
| Q2 2022 | $2,795,000 | +32.5% | 38,881 | +59.6% | 0.06% | +47.7% |
| Q1 2022 | $2,110,000 | -16.3% | 24,357 | -10.2% | 0.04% | -13.7% |
| Q4 2021 | $2,521,000 | +12.9% | 27,121 | +1.1% | 0.05% | +4.1% |
| Q3 2021 | $2,233,000 | +3.7% | 26,831 | +3.2% | 0.05% | +6.5% |
| Q2 2021 | $2,153,000 | +8.5% | 25,988 | +0.0% | 0.05% | -6.1% |
| Q1 2021 | $1,984,000 | +23.5% | 25,979 | +15.8% | 0.05% | +16.7% |
| Q4 2020 | $1,606,000 | +9.6% | 22,443 | +96.0% | 0.04% | -4.5% |
| Q3 2020 | $1,465,000 | -35.3% | 11,451 | -40.3% | 0.04% | -38.9% |
| Q2 2020 | $2,264,000 | +75.9% | 19,181 | +45.2% | 0.07% | +50.0% |
| Q1 2020 | $1,287,000 | -36.5% | 13,211 | -21.7% | 0.05% | -27.3% |
| Q4 2019 | $2,026,000 | +10.6% | 16,865 | +2.1% | 0.07% | -2.9% |
| Q3 2019 | $1,832,000 | +306.2% | 16,517 | +299.8% | 0.07% | +300.0% |
| Q2 2019 | $451,000 | – | 4,131 | – | 0.02% | – |
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% |