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 | $2,330 | -3.3% | 28,619 | 0.0% | 0.04% | +2.9% |
| Q2 2023 | $2,409 | +1.4% | 28,619 | -6.1% | 0.03% | -2.9% |
| Q1 2023 | $2,376 | -26.3% | 30,462 | -32.2% | 0.04% | -22.2% |
| Q4 2022 | $3,226 | -98.9% | 44,930 | +1208.8% | 0.04% | +1025.0% |
| Q1 2022 | $297,000 | -6.9% | 3,433 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $319,000 | +43.0% | 3,433 | +81.6% | 0.01% | 0.0% |
| Q2 2020 | $223,000 | -3.0% | 1,890 | -19.8% | 0.01% | -14.3% |
| Q1 2020 | $230,000 | -18.7% | 2,357 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $283,000 | -11.6% | 2,357 | -18.2% | 0.01% | -30.0% |
| Q3 2019 | $320,000 | 0.0% | 2,883 | -1.5% | 0.01% | 0.0% |
| Q2 2019 | $320,000 | +1.6% | 2,927 | -2.0% | 0.01% | -23.1% |
| Q1 2019 | $315,000 | +15.0% | 2,988 | +1.5% | 0.01% | 0.0% |
| Q4 2018 | $274,000 | +3.0% | 2,943 | +18.3% | 0.01% | 0.0% |
| Q3 2018 | $266,000 | +6.0% | 2,488 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $251,000 | -3.5% | 2,488 | -6.5% | 0.01% | -7.1% |
| Q1 2018 | $260,000 | +1.6% | 2,660 | +2.0% | 0.01% | -12.5% |
| Q4 2017 | $256,000 | +3.2% | 2,607 | -2.2% | 0.02% | -5.9% |
| Q3 2017 | $248,000 | +4.2% | 2,666 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $238,000 | -0.4% | 2,666 | -15.4% | 0.02% | -22.7% |
| Q4 2015 | $239,000 | +6.7% | 3,152 | 0.0% | 0.02% | -15.4% |
| Q3 2015 | $224,000 | -55.0% | 3,152 | -51.9% | 0.03% | -50.0% |
| Q2 2015 | $498,000 | -2.0% | 6,547 | -0.5% | 0.05% | -7.1% |
| Q1 2015 | $508,000 | -4.9% | 6,580 | -5.6% | 0.06% | 0.0% |
| Q4 2014 | $534,000 | +50.0% | 6,970 | +43.6% | 0.06% | +40.0% |
| Q3 2014 | $356,000 | – | 4,855 | – | 0.04% | – |
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% |