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 | $81 | +19.1% | 1,000 | +24.2% | 0.00% | – |
| Q2 2023 | $68 | -65.5% | 805 | -68.1% | 0.00% | – |
| Q1 2023 | $197 | -6.2% | 2,526 | -13.6% | 0.00% | -100.0% |
| Q4 2022 | $210 | -99.9% | 2,922 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $196,000 | -6.7% | 2,922 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $210,000 | -17.0% | 2,922 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $253,000 | +7.7% | 2,922 | +15.4% | 0.00% | – |
| Q4 2021 | $235,000 | -57.1% | 2,532 | -61.5% | 0.00% | -100.0% |
| Q3 2021 | $548,000 | +150.2% | 6,582 | +148.8% | 0.00% | – |
| Q2 2021 | $219,000 | +21.7% | 2,645 | +12.4% | 0.00% | – |
| Q1 2021 | $180,000 | +11.1% | 2,353 | +3.7% | 0.00% | – |
| Q4 2020 | $162,000 | -7.4% | 2,268 | +66.0% | 0.00% | -100.0% |
| Q3 2020 | $175,000 | +8.7% | 1,366 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $161,000 | +21.1% | 1,366 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $133,000 | +0.8% | 1,366 | +24.2% | 0.00% | – |
| Q4 2019 | $132,000 | +8.2% | 1,100 | 0.0% | 0.00% | – |
| Q3 2019 | $122,000 | +1.7% | 1,100 | 0.0% | 0.00% | – |
| Q2 2019 | $120,000 | +9.1% | 1,100 | +5.5% | 0.00% | – |
| Q1 2019 | $110,000 | +44.7% | 1,043 | +26.9% | 0.00% | – |
| Q4 2018 | $76,000 | -13.6% | 822 | 0.0% | 0.00% | – |
| Q3 2018 | $88,000 | +3.5% | 822 | -2.4% | 0.00% | – |
| Q2 2018 | $85,000 | +3.7% | 842 | 0.0% | 0.00% | – |
| Q1 2018 | $82,000 | +67.3% | 842 | +69.4% | 0.00% | – |
| Q4 2017 | $49,000 | +6.5% | 497 | 0.0% | 0.00% | – |
| Q3 2017 | $46,000 | +9.5% | 497 | +6.9% | 0.00% | – |
| Q2 2017 | $42,000 | +147.1% | 465 | +138.5% | 0.00% | – |
| Q1 2017 | $17,000 | – | 195 | – | 0.00% | – |
| Q4 2016 | $0 | – | 0 | – | 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% |