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 | $362,030 | +2.5% | 4,447 | +6.0% | 0.00% | – |
| Q2 2023 | $353,261 | +4.9% | 4,197 | -2.8% | 0.00% | – |
| Q1 2023 | $336,761 | +32.6% | 4,318 | +22.1% | 0.00% | – |
| Q4 2022 | $253,921 | -31.7% | 3,537 | -36.3% | 0.00% | – |
| Q3 2022 | $372,000 | +86.9% | 5,553 | +100.3% | 0.00% | – |
| Q2 2022 | $199,000 | -36.6% | 2,772 | -23.6% | 0.00% | – |
| Q1 2022 | $314,000 | -38.4% | 3,626 | -33.9% | 0.00% | – |
| Q4 2021 | $510,000 | -13.4% | 5,488 | -22.5% | 0.00% | – |
| Q3 2021 | $589,000 | -25.4% | 7,083 | -25.8% | 0.00% | – |
| Q2 2021 | $790,000 | +4.8% | 9,543 | -3.3% | 0.00% | – |
| Q1 2021 | $754,000 | 0.0% | 9,870 | -6.3% | 0.00% | – |
| Q4 2020 | $754,000 | +10.7% | 10,535 | +97.9% | 0.00% | – |
| Q3 2020 | $681,000 | +14.5% | 5,323 | +5.6% | 0.00% | – |
| Q2 2020 | $595,000 | +14.6% | 5,042 | -5.5% | 0.00% | – |
| Q1 2020 | $519,000 | -17.6% | 5,334 | +1.8% | 0.00% | – |
| Q4 2019 | $630,000 | +24.8% | 5,241 | +15.1% | 0.00% | – |
| Q3 2019 | $505,000 | +6.8% | 4,552 | +5.2% | 0.00% | – |
| Q2 2019 | $473,000 | +3.1% | 4,326 | -0.6% | 0.00% | – |
| Q1 2019 | $459,000 | +14.8% | 4,353 | +1.2% | 0.00% | – |
| Q4 2018 | $400,000 | -14.7% | 4,303 | -2.0% | 0.00% | – |
| Q3 2018 | $469,000 | +3.5% | 4,391 | -2.1% | 0.00% | – |
| Q2 2018 | $453,000 | +11.0% | 4,485 | +7.3% | 0.00% | – |
| Q1 2018 | $408,000 | -3.1% | 4,178 | -2.6% | 0.00% | – |
| Q4 2017 | $421,000 | +3.7% | 4,290 | -1.8% | 0.00% | – |
| Q3 2017 | $406,000 | +4.4% | 4,369 | +0.4% | 0.00% | – |
| Q2 2017 | $389,000 | +2.1% | 4,350 | -0.9% | 0.00% | – |
| Q1 2017 | $381,000 | +13.7% | 4,391 | +8.0% | 0.00% | – |
| Q4 2016 | $335,000 | +0.3% | 4,065 | -2.1% | 0.00% | – |
| Q3 2016 | $334,000 | +61.4% | 4,152 | +54.9% | 0.00% | – |
| Q2 2016 | $207,000 | -1.9% | 2,681 | -2.5% | 0.00% | – |
| Q1 2016 | $211,000 | -11.7% | 2,751 | -12.9% | 0.00% | – |
| Q4 2015 | $239,000 | +92.7% | 3,160 | +81.3% | 0.00% | – |
| Q3 2015 | $124,000 | +40.9% | 1,743 | +50.6% | 0.00% | – |
| Q2 2015 | $88,000 | -1.1% | 1,157 | 0.0% | 0.00% | – |
| Q1 2015 | $89,000 | +25.4% | 1,157 | +25.1% | 0.00% | – |
| Q4 2014 | $71,000 | -16.5% | 925 | -19.8% | 0.00% | – |
| Q3 2014 | $85,000 | +1.2% | 1,153 | 0.0% | 0.00% | – |
| Q2 2014 | $84,000 | +3.7% | 1,153 | 0.0% | 0.00% | – |
| Q1 2014 | $81,000 | -4.7% | 1,153 | -6.4% | 0.00% | – |
| Q4 2013 | $85,000 | +9.0% | 1,232 | 0.0% | 0.00% | – |
| Q3 2013 | $78,000 | -13.3% | 1,232 | -17.7% | 0.00% | – |
| Q2 2013 | $90,000 | – | 1,497 | – | 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% |