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 | $2,098,994 | +97301.1% | 25,783 | +0.7% | 0.06% | 0.0% |
| Q2 2023 | $2,155 | +36.3% | 25,605 | +26.3% | 0.06% | +24.0% |
| Q1 2023 | $1,581 | +7.9% | 20,274 | -0.7% | 0.05% | +2.0% |
| Q4 2022 | $1,465 | -99.9% | 20,411 | -1.2% | 0.05% | -5.8% |
| Q3 2022 | $1,384,000 | -6.9% | 20,663 | 0.0% | 0.05% | -1.9% |
| Q2 2022 | $1,486,000 | -19.5% | 20,663 | -3.0% | 0.05% | -7.0% |
| Q1 2022 | $1,845,000 | +4.9% | 21,301 | +12.6% | 0.06% | +9.6% |
| Q4 2021 | $1,758,000 | +10.9% | 18,921 | -0.6% | 0.05% | -1.9% |
| Q3 2021 | $1,585,000 | +34.1% | 19,044 | +33.5% | 0.05% | +35.9% |
| Q2 2021 | $1,182,000 | +8.6% | 14,265 | +0.1% | 0.04% | +2.6% |
| Q1 2021 | $1,088,000 | +6.9% | 14,252 | +0.1% | 0.04% | -2.6% |
| Q4 2020 | $1,018,000 | +15.7% | 14,232 | +106.9% | 0.04% | +2.6% |
| Q3 2020 | $880,000 | +13.8% | 6,879 | +5.0% | 0.04% | +2.7% |
| Q2 2020 | $773,000 | +23.3% | 6,550 | +1.8% | 0.04% | 0.0% |
| Q1 2020 | $627,000 | -16.6% | 6,437 | +2.9% | 0.04% | +2.8% |
| Q4 2019 | $752,000 | +30.1% | 6,257 | +20.1% | 0.04% | +20.0% |
| Q3 2019 | $578,000 | +1.4% | 5,209 | 0.0% | 0.03% | -3.2% |
| Q2 2019 | $570,000 | -3.1% | 5,209 | -6.6% | 0.03% | -8.8% |
| Q1 2019 | $588,000 | +23.0% | 5,576 | +8.5% | 0.03% | +9.7% |
| Q4 2018 | $478,000 | +36.2% | 5,141 | +56.3% | 0.03% | +55.0% |
| Q3 2018 | $351,000 | – | 3,289 | – | 0.02% | – |
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% |