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 | $437,481 | +2.2% | 5,353 | +5.2% | 0.03% | +6.2% |
| Q2 2023 | $428,088 | +12.5% | 5,086 | +4.2% | 0.03% | +6.7% |
| Q1 2023 | $380,591 | +45.0% | 4,880 | +33.4% | 0.03% | +42.9% |
| Q4 2022 | $262,536 | +5.4% | 3,657 | -1.7% | 0.02% | -12.5% |
| Q3 2022 | $249,000 | -7.1% | 3,721 | 0.0% | 0.02% | +4.3% |
| Q2 2022 | $268,000 | -1.8% | 3,721 | +17.9% | 0.02% | +15.0% |
| Q1 2022 | $273,000 | -51.1% | 3,156 | -47.4% | 0.02% | -37.5% |
| Q4 2021 | $558,000 | +31.9% | 6,005 | +18.1% | 0.03% | +23.1% |
| Q3 2021 | $423,000 | +13.4% | 5,083 | +12.9% | 0.03% | +13.0% |
| Q2 2021 | $373,000 | -39.7% | 4,504 | -44.4% | 0.02% | -46.5% |
| Q1 2021 | $619,000 | +8.2% | 8,101 | +1.2% | 0.04% | 0.0% |
| Q4 2020 | $572,000 | +11.7% | 8,001 | +100.0% | 0.04% | -4.4% |
| Q3 2020 | $512,000 | +0.2% | 4,000 | -7.6% | 0.04% | -10.0% |
| Q2 2020 | $511,000 | +24.0% | 4,328 | +2.3% | 0.05% | +11.1% |
| Q1 2020 | $412,000 | -12.3% | 4,229 | +8.0% | 0.04% | -4.3% |
| Q4 2019 | $470,000 | +33.9% | 3,914 | +23.7% | 0.05% | -46.0% |
| Q3 2019 | $351,000 | -14.8% | 3,164 | -16.0% | 0.09% | +107.1% |
| Q2 2019 | $412,000 | +3.5% | 3,767 | -0.4% | 0.04% | +2.4% |
| Q1 2019 | $398,000 | +119.9% | 3,782 | +94.3% | 0.04% | +86.4% |
| Q4 2018 | $181,000 | +41.4% | 1,946 | +63.5% | 0.02% | -38.9% |
| Q3 2018 | $128,000 | – | 1,190 | – | 0.04% | – |
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% |