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 | $1,115,406 | -6.1% | 13,766 | -2.6% | 0.00% | 0.0% |
| Q2 2023 | $1,187,971 | +7.7% | 14,127 | -0.0% | 0.00% | -33.3% |
| Q1 2023 | $1,102,739 | +1.1% | 14,133 | -7.0% | 0.00% | 0.0% |
| Q4 2022 | $1,090,544 | +0.8% | 15,193 | -6.5% | 0.00% | -50.0% |
| Q3 2022 | $1,082,000 | -13.2% | 16,248 | -6.3% | 0.01% | 0.0% |
| Q2 2022 | $1,247,000 | -10.7% | 17,332 | +7.3% | 0.01% | +50.0% |
| Q1 2022 | $1,397,000 | +27.6% | 16,153 | +37.1% | 0.00% | 0.0% |
| Q4 2021 | $1,095,000 | – | 11,786 | – | 0.00% | – |
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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% |