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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 254,829 | $22,073,000 | 5.80% |
| First Affirmative Financial Network | 55,175 | $4,779,000 | 4.58% |
| HILL ISLAND FINANCIAL LLC | 137,447 | $11,906,000 | 4.38% |
| Laurel Wealth Planning LLC | 72,856 | $6,311,000 | 4.26% |
| Prostatis Group LLC | 51,616 | $4,471,010 | 3.58% |
| Financial Insights, Inc. | 38,100 | $3,300,000 | 3.03% |
| Mascoma Wealth Management LLC | 102,278 | $8,859,000 | 2.82% |
| One Capital Management, LLC | 525,489 | $45,516,000 | 2.41% |
| Cribstone Capital Management, LLC | 44,370 | $3,843,000 | 2.10% |
| McClarren Financial Advisors, Inc. | 30,766 | $2,664,000 | 1.93% |