ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 287 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,147,596 | -3.3% | 26,380 | 0.0% | 0.08% | +5.1% |
| Q2 2023 | $2,220,405 | +7.9% | 26,380 | 0.0% | 0.08% | 0.0% |
| Q1 2023 | $2,057,377 | +8.6% | 26,380 | 0.0% | 0.08% | +3.9% |
| Q4 2022 | $1,893,820 | +7.2% | 26,380 | 0.0% | 0.08% | 0.0% |
| Q3 2022 | $1,766,669 | -7.3% | 26,380 | -0.5% | 0.08% | 0.0% |
| Q2 2022 | $1,905,350 | +82921.8% | 26,500 | 0.0% | 0.08% | 0.0% |
| Q1 2022 | $2,295 | -99.9% | 26,500 | 0.0% | 0.08% | 0.0% |
| Q4 2021 | $2,462,000 | +12.1% | 26,500 | +0.4% | 0.08% | +2.7% |
| Q3 2021 | $2,197,000 | -0.4% | 26,400 | -0.8% | 0.07% | 0.0% |
| Q2 2021 | $2,205,000 | -0.8% | 26,625 | -8.5% | 0.07% | -7.5% |
| Q1 2021 | $2,223,000 | +13.0% | 29,110 | +5.8% | 0.08% | +8.1% |
| Q4 2020 | $1,968,000 | +13.3% | 27,510 | +102.7% | 0.07% | +2.8% |
| Q3 2020 | $1,737,000 | +3.1% | 13,575 | -4.9% | 0.07% | -7.7% |
| Q2 2020 | $1,684,000 | +22.5% | 14,270 | +1.1% | 0.08% | +2.6% |
| Q1 2020 | $1,375,000 | -5.0% | 14,120 | +17.2% | 0.08% | +24.6% |
| Q4 2019 | $1,448,000 | +23.0% | 12,050 | +13.6% | 0.06% | +13.0% |
| Q3 2019 | $1,177,000 | +30.5% | 10,610 | +28.6% | 0.05% | +31.7% |
| Q2 2019 | $902,000 | +76.5% | 8,250 | +70.1% | 0.04% | +70.8% |
| Q1 2019 | $511,000 | – | 4,850 | – | 0.02% | – |
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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% |