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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $100,542 | -3.3% | 1,235 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $103,950 | +7.9% | 1,235 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $96,318 | +8.6% | 1,235 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $88,661 | -38.4% | 1,235 | -42.7% | 0.01% | -44.4% |
| Q3 2022 | $144,000 | -43.8% | 2,155 | -39.4% | 0.01% | -40.0% |
| Q2 2022 | $256,000 | -15.8% | 3,555 | +1.4% | 0.02% | 0.0% |
| Q1 2022 | $304,000 | -6.7% | 3,505 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $326,000 | +236.1% | 3,505 | +199.6% | 0.02% | +200.0% |
| Q3 2021 | $97,000 | 0.0% | 1,170 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $97,000 | +9.0% | 1,170 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $89,000 | +6.0% | 1,170 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $84,000 | +13.5% | 1,170 | +101.7% | 0.01% | 0.0% |
| Q3 2020 | $74,000 | -46.8% | 580 | -50.9% | 0.01% | -50.0% |
| Q2 2020 | $139,000 | +29.9% | 1,182 | +7.7% | 0.01% | +11.1% |
| Q1 2020 | $107,000 | -17.7% | 1,098 | +1.5% | 0.01% | 0.0% |
| Q4 2019 | $130,000 | +5.7% | 1,082 | -2.1% | 0.01% | 0.0% |
| Q3 2019 | $123,000 | +16.0% | 1,105 | +14.5% | 0.01% | +12.5% |
| Q2 2019 | $106,000 | +3.9% | 965 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $102,000 | +6.2% | 965 | -6.6% | 0.01% | -11.1% |
| Q4 2018 | $96,000 | -18.6% | 1,033 | -6.8% | 0.01% | 0.0% |
| Q3 2018 | $118,000 | +53.2% | 1,108 | +46.0% | 0.01% | +28.6% |
| Q2 2018 | $77,000 | +1.3% | 759 | -2.6% | 0.01% | 0.0% |
| Q1 2018 | $76,000 | -13.6% | 779 | -12.7% | 0.01% | -12.5% |
| Q4 2017 | $88,000 | -1.1% | 892 | -6.9% | 0.01% | 0.0% |
| Q3 2017 | $89,000 | -2.2% | 958 | -6.3% | 0.01% | -11.1% |
| Q2 2017 | $91,000 | – | 1,022 | – | 0.01% | – |
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% |