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 | $469,736 | -3.3% | 5,770 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $485,661 | +9.8% | 5,770 | +1.8% | 0.01% | 0.0% |
| Q1 2023 | $442,204 | +8.6% | 5,670 | 0.0% | 0.01% | +10.0% |
| Q4 2022 | $407,049 | +7.1% | 5,670 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $380,000 | -0.3% | 5,670 | +7.1% | 0.01% | 0.0% |
| Q2 2022 | $381,000 | -13.4% | 5,295 | +4.2% | 0.01% | 0.0% |
| Q1 2022 | $440,000 | -2.9% | 5,080 | +4.1% | 0.01% | 0.0% |
| Q4 2021 | $453,000 | +9.4% | 4,880 | -2.0% | 0.01% | 0.0% |
| Q3 2021 | $414,000 | +0.5% | 4,980 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $412,000 | +8.4% | 4,980 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $380,000 | +6.7% | 4,980 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $356,000 | +11.6% | 4,980 | +100.0% | 0.01% | 0.0% |
| Q3 2020 | $319,000 | +8.5% | 2,490 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $294,000 | +21.0% | 2,490 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $243,000 | -18.7% | 2,490 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $299,000 | +8.3% | 2,490 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $276,000 | +1.5% | 2,490 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $272,000 | +27.1% | 2,490 | +24.5% | 0.01% | 0.0% |
| Q3 2018 | $214,000 | -7.0% | 2,000 | -12.3% | 0.01% | 0.0% |
| Q2 2018 | $230,000 | +3.6% | 2,280 | 0.0% | 0.01% | +11.1% |
| Q1 2018 | $222,000 | -0.9% | 2,280 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $224,000 | +9.8% | 2,280 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $204,000 | -41.2% | 2,280 | -43.0% | 0.01% | -43.8% |
| Q1 2017 | $347,000 | +5.2% | 4,000 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $330,000 | +2.5% | 4,000 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $322,000 | +4.2% | 4,000 | 0.0% | 0.02% | +6.7% |
| Q2 2016 | $309,000 | +1.0% | 4,000 | 0.0% | 0.02% | -6.2% |
| Q1 2016 | $306,000 | -3.5% | 4,000 | -4.3% | 0.02% | 0.0% |
| Q4 2015 | $317,000 | +11.6% | 4,180 | +4.5% | 0.02% | +6.7% |
| Q3 2015 | $284,000 | -6.6% | 4,000 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $304,000 | -1.6% | 4,000 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $309,000 | +1.0% | 4,000 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $306,000 | +4.1% | 4,000 | 0.0% | 0.02% | 0.0% |
| Q3 2014 | $294,000 | +0.7% | 4,000 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $292,000 | +3.9% | 4,000 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $281,000 | +1.8% | 4,000 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $276,000 | – | 4,000 | – | 0.02% | – |
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% |