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 | $249,000 | -3.1% | 3,054 | 0.0% | 0.11% | -4.4% |
| Q2 2023 | $257,000 | +8.0% | 3,054 | +0.2% | 0.11% | -2.6% |
| Q1 2023 | $238,000 | +9.2% | 3,047 | +0.4% | 0.12% | -3.3% |
| Q4 2022 | $218,000 | +7.4% | 3,036 | +0.4% | 0.12% | -7.0% |
| Q3 2022 | $203,000 | -6.0% | 3,024 | +0.4% | 0.13% | -3.0% |
| Q2 2022 | $216,000 | -22.3% | 3,011 | +0.5% | 0.13% | -10.1% |
| Q1 2022 | $278,000 | 0.0% | 2,996 | 0.0% | 0.15% | 0.0% |
| Q4 2021 | $278,000 | +11.6% | 2,996 | +0.3% | 0.15% | +3.5% |
| Q3 2021 | $249,000 | -2.4% | 2,987 | -2.8% | 0.14% | 0.0% |
| Q2 2021 | $255,000 | +9.0% | 3,073 | +0.2% | 0.14% | +2.1% |
| Q1 2021 | $234,000 | +6.8% | 3,066 | +0.3% | 0.14% | -6.0% |
| Q4 2020 | $219,000 | +25.1% | 3,057 | +76.5% | 0.15% | +6.4% |
| Q2 2018 | $175,000 | +2.9% | 1,732 | +0.3% | 0.14% | -4.8% |
| Q4 2017 | $170,000 | +6.9% | 1,727 | +0.8% | 0.15% | +5.0% |
| Q3 2017 | $159,000 | – | 1,714 | – | 0.14% | – |
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% |