ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 349 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $36,420 | +11.8% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $32,564 | -3.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $33,668 | +7.9% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $31,196 | +8.6% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $28,716 | +6.4% | 400 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $27,000 | -6.9% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $29,000 | -17.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $35,000 | -5.4% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $37,000 | +12.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $33,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $33,000 | +6.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $31,000 | +6.9% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $29,000 | +11.5% | 400 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $26,000 | +8.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $24,000 | +26.3% | 200 | 0.0% | 0.00% | +33.3% |
| Q1 2020 | $19,000 | -20.8% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $24,000 | +9.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $22,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $22,000 | +4.8% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $21,000 | +10.5% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -9.5% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $21,000 | +5.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $20,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $20,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $20,000 | +5.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $19,000 | +5.6% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $18,000 | +5.9% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $17,000 | +6.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $16,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $16,000 | – | 200 | – | 0.00% | – |
Download | ||||||
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% |