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 | $284,935 | -3.3% | 3,500 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $294,595 | +7.9% | 3,500 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $272,965 | -6.8% | 3,500 | -14.2% | 0.00% | 0.0% |
Q4 2022 | $292,975 | +22.1% | 4,081 | +14.0% | 0.00% | 0.0% |
Q3 2022 | $240,000 | +11.1% | 3,581 | +19.4% | 0.00% | +33.3% |
Q2 2022 | $216,000 | -18.8% | 3,000 | -2.2% | 0.00% | 0.0% |
Q1 2022 | $266,000 | -6.7% | 3,066 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $285,000 | +11.8% | 3,066 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $255,000 | +0.4% | 3,066 | 0.0% | 0.00% | -25.0% |
Q2 2021 | $254,000 | +8.5% | 3,066 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $234,000 | +6.8% | 3,066 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $219,000 | +6.8% | 3,066 | +91.3% | 0.00% | 0.0% |
Q3 2020 | $205,000 | – | 1,603 | – | 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% |