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 | $2,841,576 | -0.1% | 34,905 | +3.3% | 0.00% | 0.0% |
| Q2 2023 | $2,845,158 | +6.2% | 33,803 | -1.6% | 0.00% | 0.0% |
| Q1 2023 | $2,679,306 | -28.2% | 34,354 | -33.9% | 0.00% | -33.3% |
| Q4 2022 | $3,733,449 | +61.6% | 52,005 | +50.7% | 0.00% | +50.0% |
| Q3 2022 | $2,310,000 | -24.0% | 34,499 | -18.4% | 0.00% | -33.3% |
| Q2 2022 | $3,040,000 | -60.8% | 42,277 | -52.8% | 0.00% | -57.1% |
| Q1 2022 | $7,765,000 | -7.3% | 89,645 | -0.6% | 0.01% | 0.0% |
| Q4 2021 | $8,380,000 | +26.7% | 90,191 | +13.5% | 0.01% | +16.7% |
| Q3 2021 | $6,612,000 | -11.4% | 79,458 | -11.8% | 0.01% | -14.3% |
| Q2 2021 | $7,465,000 | +32.7% | 90,131 | +22.3% | 0.01% | +16.7% |
| Q1 2021 | $5,626,000 | -4.6% | 73,682 | -10.6% | 0.01% | 0.0% |
| Q4 2020 | $5,897,000 | +28.1% | 82,431 | +129.2% | 0.01% | 0.0% |
| Q3 2020 | $4,602,000 | +6.5% | 35,964 | -1.8% | 0.01% | 0.0% |
| Q2 2020 | $4,323,000 | +26.6% | 36,627 | +4.4% | 0.01% | +20.0% |
| Q1 2020 | $3,416,000 | -16.2% | 35,070 | +3.4% | 0.01% | 0.0% |
| Q4 2019 | $4,076,000 | +28.4% | 33,933 | +18.6% | 0.01% | +25.0% |
| Q3 2019 | $3,174,000 | +18.1% | 28,615 | +16.5% | 0.00% | 0.0% |
| Q2 2019 | $2,687,000 | +9.8% | 24,567 | +5.9% | 0.00% | 0.0% |
| Q1 2019 | $2,447,000 | -17.4% | 23,196 | -27.2% | 0.00% | -20.0% |
| Q4 2018 | $2,962,000 | +85.7% | 31,849 | +113.2% | 0.01% | +150.0% |
| Q3 2018 | $1,595,000 | +64.3% | 14,939 | +55.2% | 0.00% | 0.0% |
| Q2 2018 | $971,000 | +175.1% | 9,623 | +166.7% | 0.00% | +100.0% |
| Q1 2018 | $353,000 | +2.9% | 3,608 | +3.3% | 0.00% | 0.0% |
| Q4 2017 | $343,000 | +7.2% | 3,492 | +1.4% | 0.00% | 0.0% |
| Q3 2017 | $320,000 | +16.8% | 3,445 | +12.1% | 0.00% | 0.0% |
| Q2 2017 | $274,000 | +7.5% | 3,072 | +4.3% | 0.00% | 0.0% |
| Q1 2017 | $255,000 | – | 2,944 | – | 0.00% | – |
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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% |