ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,318,308 | -4.9% | 16,193 | -1.7% | 0.15% | -0.7% |
| Q2 2023 | $1,386,569 | +7.8% | 16,473 | -0.1% | 0.15% | +0.7% |
| Q1 2023 | $1,285,982 | -6.4% | 16,489 | -13.9% | 0.15% | -13.1% |
| Q4 2022 | $1,374,491 | +15.5% | 19,146 | +7.8% | 0.17% | +3.1% |
| Q3 2022 | $1,190,000 | -3.5% | 17,762 | +3.6% | 0.16% | 0.0% |
| Q2 2022 | $1,233,000 | -31.0% | 17,146 | -16.8% | 0.16% | -21.6% |
| Q1 2022 | $1,786,000 | -6.2% | 20,618 | +0.6% | 0.21% | +2.5% |
| Q4 2021 | $1,905,000 | +12.1% | 20,503 | +0.4% | 0.20% | -2.9% |
| Q3 2021 | $1,699,000 | -0.9% | 20,416 | -1.4% | 0.21% | -0.9% |
| Q2 2021 | $1,714,000 | +8.1% | 20,699 | -0.4% | 0.21% | +1.4% |
| Q1 2021 | $1,586,000 | +7.5% | 20,773 | +0.7% | 0.21% | +2.5% |
| Q4 2020 | $1,476,000 | – | 20,633 | – | 0.20% | – |
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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% |