ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 428 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $818,338 | +27.2% | 7,880 | +23.5% | 0.01% | +18.2% |
| Q1 2024 | $643,168 | +10.3% | 6,380 | -0.4% | 0.01% | +10.0% |
| Q4 2023 | $582,993 | +32.5% | 6,403 | +18.4% | 0.01% | +11.1% |
| Q3 2023 | $440,102 | +96625.7% | 5,406 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $455 | +2.5% | 5,406 | -5.0% | 0.01% | -10.0% |
| Q1 2023 | $444 | +9.9% | 5,689 | +1.2% | 0.01% | +11.1% |
| Q4 2022 | $404 | -99.8% | 5,624 | +137.0% | 0.01% | +125.0% |
| Q1 2022 | $206,000 | -5.1% | 2,373 | +1.7% | 0.00% | 0.0% |
| Q4 2021 | $217,000 | -13.5% | 2,333 | -22.6% | 0.00% | -20.0% |
| Q3 2021 | $251,000 | -16.3% | 3,016 | -16.6% | 0.01% | -28.6% |
| Q2 2021 | $300,000 | +6.8% | 3,618 | -1.6% | 0.01% | 0.0% |
| Q1 2021 | $281,000 | +4.5% | 3,676 | -2.3% | 0.01% | 0.0% |
| Q4 2020 | $269,000 | +11.6% | 3,764 | +100.0% | 0.01% | 0.0% |
| Q3 2020 | $241,000 | +10.0% | 1,882 | +1.2% | 0.01% | 0.0% |
| Q2 2020 | $219,000 | – | 1,859 | – | 0.01% | – |
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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% |