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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $286,000 | +6.7% | 3,740 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $268,000 | +12.1% | 3,740 | +100.0% | 0.05% | +4.1% |
| Q3 2020 | $239,000 | -2.0% | 1,870 | -9.7% | 0.05% | -7.5% |
| Q2 2020 | $244,000 | +20.8% | 2,070 | 0.0% | 0.05% | +3.9% |
| Q1 2020 | $202,000 | -18.9% | 2,070 | 0.0% | 0.05% | -5.6% |
| Q4 2019 | $249,000 | +8.3% | 2,070 | 0.0% | 0.05% | +3.8% |
| Q3 2019 | $230,000 | +1.3% | 2,070 | -0.6% | 0.05% | +6.1% |
| Q2 2019 | $227,000 | +3.2% | 2,082 | 0.0% | 0.05% | +2.1% |
| Q1 2019 | $220,000 | – | 2,082 | – | 0.05% | – |
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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% |