ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 297 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $398,917 | -3.3% | 4,900 | 0.0% | 0.03% | +3.2% |
| Q2 2023 | $412,441 | +7.9% | 4,900 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $382,149 | +11.3% | 4,900 | +2.4% | 0.03% | +6.9% |
| Q4 2022 | $343,499 | +7.7% | 4,785 | +0.5% | 0.03% | 0.0% |
| Q3 2022 | $319,000 | -7.0% | 4,759 | -0.2% | 0.03% | -6.5% |
| Q2 2022 | $343,000 | -15.1% | 4,769 | +2.3% | 0.03% | 0.0% |
| Q1 2022 | $404,000 | -7.3% | 4,663 | -0.6% | 0.03% | 0.0% |
| Q4 2021 | $436,000 | +11.5% | 4,693 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $391,000 | +0.3% | 4,693 | -0.3% | 0.03% | +3.3% |
| Q2 2021 | $390,000 | +8.9% | 4,708 | +0.4% | 0.03% | +3.4% |
| Q1 2021 | $358,000 | +6.9% | 4,690 | +0.2% | 0.03% | 0.0% |
| Q4 2020 | $335,000 | +14.3% | 4,680 | +104.4% | 0.03% | 0.0% |
| Q3 2020 | $293,000 | +6.2% | 2,290 | -2.1% | 0.03% | 0.0% |
| Q2 2020 | $276,000 | +19.5% | 2,340 | -1.1% | 0.03% | -3.3% |
| Q1 2020 | $231,000 | -20.1% | 2,367 | -1.5% | 0.03% | +3.4% |
| Q4 2019 | $289,000 | +9.5% | 2,402 | +0.8% | 0.03% | 0.0% |
| Q3 2019 | $264,000 | +23.9% | 2,382 | +22.5% | 0.03% | +26.1% |
| Q2 2019 | $213,000 | +3.9% | 1,945 | +0.1% | 0.02% | +4.5% |
| Q1 2019 | $205,000 | – | 1,943 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |