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 | $335,650 | -3.3% | 4,123 | 0.0% | 0.02% | +6.7% |
| Q2 2023 | $347,030 | +7.9% | 4,123 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $321,550 | +8.6% | 4,123 | 0.0% | 0.02% | +7.1% |
| Q4 2022 | $295,987 | -37.2% | 4,123 | -41.4% | 0.01% | -39.1% |
| Q3 2022 | $471,000 | -6.9% | 7,037 | 0.0% | 0.02% | +4.5% |
| Q2 2022 | $506,000 | +2.6% | 7,037 | +23.6% | 0.02% | +22.2% |
| Q1 2022 | $493,000 | -6.8% | 5,693 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $529,000 | +11.6% | 5,693 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $474,000 | +0.4% | 5,693 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $472,000 | +49.8% | 5,693 | +38.1% | 0.02% | +28.6% |
| Q1 2021 | $315,000 | -5.1% | 4,123 | -11.2% | 0.01% | -6.7% |
| Q4 2020 | $332,000 | +11.8% | 4,645 | +100.0% | 0.02% | +7.1% |
| Q3 2020 | $297,000 | +8.4% | 2,323 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $274,000 | +35.6% | 2,323 | +12.2% | 0.01% | +16.7% |
| Q1 2020 | $202,000 | -18.9% | 2,071 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $249,000 | -21.7% | 2,071 | -27.7% | 0.01% | -29.4% |
| Q3 2019 | $318,000 | -8.1% | 2,865 | -9.5% | 0.02% | -10.5% |
| Q2 2019 | $346,000 | -50.9% | 3,165 | -52.6% | 0.02% | -54.8% |
| Q1 2019 | $705,000 | +57.4% | 6,680 | +38.7% | 0.04% | +50.0% |
| Q4 2018 | $448,000 | -13.7% | 4,817 | -0.9% | 0.03% | -3.4% |
| Q3 2018 | $519,000 | +10.9% | 4,859 | +4.8% | 0.03% | +3.6% |
| Q2 2018 | $468,000 | -28.5% | 4,635 | -30.9% | 0.03% | -24.3% |
| Q1 2018 | $655,000 | +0.9% | 6,705 | +1.5% | 0.04% | +5.7% |
| Q4 2017 | $649,000 | +74.9% | 6,608 | +65.4% | 0.04% | +66.7% |
| Q3 2017 | $371,000 | +12.8% | 3,994 | +8.4% | 0.02% | +10.5% |
| Q2 2017 | $329,000 | +10.0% | 3,686 | +6.8% | 0.02% | 0.0% |
| Q1 2017 | $299,000 | +5.3% | 3,450 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $284,000 | +2.2% | 3,450 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $278,000 | +31.1% | 3,450 | +25.9% | 0.02% | +26.7% |
| Q2 2016 | $212,000 | – | 2,740 | – | 0.02% | – |
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% |