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 | $2,063,418 | +100358.5% | 25,346 | +3.9% | 0.27% | +4.7% |
| Q2 2023 | $2,054 | +0.1% | 24,401 | -7.2% | 0.26% | -8.6% |
| Q1 2023 | $2,051 | -10.3% | 26,292 | -17.4% | 0.28% | -15.2% |
| Q4 2022 | $2,286 | -99.7% | 31,843 | +159.0% | 0.33% | +155.8% |
| Q3 2022 | $823,000 | -6.1% | 12,295 | +1.0% | 0.13% | 0.0% |
| Q2 2022 | $876,000 | -14.8% | 12,177 | +2.6% | 0.13% | -0.8% |
| Q1 2022 | $1,028,000 | -8.9% | 11,863 | -2.3% | 0.13% | 0.0% |
| Q4 2021 | $1,128,000 | +9.0% | 12,140 | -2.4% | 0.13% | -0.8% |
| Q3 2021 | $1,035,000 | +7.7% | 12,442 | +7.2% | 0.13% | +8.3% |
| Q2 2021 | $961,000 | -2.3% | 11,605 | -9.9% | 0.12% | -11.7% |
| Q1 2021 | $984,000 | +13.8% | 12,886 | +6.6% | 0.14% | +7.9% |
| Q4 2020 | $865,000 | +17.7% | 12,091 | +110.2% | 0.13% | +7.6% |
| Q3 2020 | $735,000 | +10.9% | 5,751 | +2.4% | 0.12% | 0.0% |
| Q2 2020 | $663,000 | +23.9% | 5,615 | +2.2% | 0.12% | -0.8% |
| Q1 2020 | $535,000 | -71.2% | 5,492 | -64.5% | 0.12% | -60.9% |
| Q4 2019 | $1,859,000 | +10.4% | 15,473 | +1.9% | 0.30% | -6.2% |
| Q3 2019 | $1,684,000 | -0.9% | 15,187 | -2.2% | 0.32% | -1.2% |
| Q2 2019 | $1,699,000 | +5.2% | 15,535 | +1.5% | 0.33% | -5.2% |
| Q1 2019 | $1,615,000 | +14.0% | 15,311 | +0.5% | 0.35% | +3.3% |
| Q4 2018 | $1,417,000 | -17.4% | 15,236 | -5.2% | 0.34% | -8.2% |
| Q3 2018 | $1,716,000 | +6.0% | 16,069 | +0.2% | 0.36% | +0.8% |
| Q2 2018 | $1,619,000 | +67.6% | 16,036 | +62.1% | 0.36% | +60.9% |
| Q1 2018 | $966,000 | +3.9% | 9,890 | +4.4% | 0.22% | +4.7% |
| Q4 2017 | $930,000 | +12.0% | 9,469 | +5.8% | 0.22% | +3.9% |
| Q3 2017 | $830,000 | +1.7% | 8,949 | -2.1% | 0.21% | -0.5% |
| Q2 2017 | $816,000 | -1.8% | 9,142 | -4.6% | 0.21% | -4.1% |
| Q1 2017 | $831,000 | -0.1% | 9,582 | -5.1% | 0.22% | -5.2% |
| Q4 2016 | $832,000 | +18.0% | 10,102 | +15.4% | 0.23% | +18.7% |
| Q3 2016 | $705,000 | +4.1% | 8,752 | -0.1% | 0.19% | +3.2% |
| Q2 2016 | $677,000 | +4.5% | 8,762 | +3.4% | 0.19% | +1.1% |
| Q1 2016 | $648,000 | -1.4% | 8,470 | -2.4% | 0.18% | +5.1% |
| Q4 2015 | $657,000 | +2.3% | 8,680 | -4.1% | 0.18% | -3.8% |
| Q3 2015 | $642,000 | -6.3% | 9,055 | +0.5% | 0.18% | -0.5% |
| Q2 2015 | $685,000 | +25.0% | 9,006 | +26.9% | 0.18% | +26.9% |
| Q1 2015 | $548,000 | -0.4% | 7,098 | -1.0% | 0.14% | +0.7% |
| Q4 2014 | $550,000 | -31.6% | 7,168 | -34.9% | 0.14% | -28.0% |
| Q2 2014 | $804,000 | +4.0% | 11,008 | -0.0% | 0.20% | -0.5% |
| Q1 2014 | $773,000 | +0.3% | 11,009 | -1.3% | 0.20% | +3.1% |
| Q4 2013 | $771,000 | +0.9% | 11,159 | -8.1% | 0.20% | -9.7% |
| Q3 2013 | $764,000 | -33.7% | 12,142 | -36.4% | 0.22% | -37.0% |
| Q2 2013 | $1,152,000 | – | 19,082 | – | 0.34% | – |
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% |