ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 314 filers reported holding ISHARES TR in Q3 2020. 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 ↓ |
|---|---|---|---|
| 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% |