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 | $361,216 | -0.3% | 4,437 | +3.1% | 0.10% | +1.0% |
Q2 2023 | $362,184 | +47.1% | 4,303 | +36.3% | 0.10% | +44.3% |
Q1 2023 | $246,292 | +1.4% | 3,158 | -6.7% | 0.07% | -4.1% |
Q4 2022 | $242,866 | +7.0% | 3,383 | 0.0% | 0.07% | -5.2% |
Q3 2022 | $227,000 | -10.3% | 3,383 | -4.0% | 0.08% | -4.9% |
Q2 2022 | $253,000 | -17.0% | 3,523 | 0.0% | 0.08% | -6.9% |
Q1 2022 | $305,000 | -12.6% | 3,523 | -6.3% | 0.09% | -11.2% |
Q4 2021 | $349,000 | +15.9% | 3,758 | +3.9% | 0.10% | +5.4% |
Q3 2021 | $301,000 | +0.3% | 3,618 | 0.0% | 0.09% | +9.4% |
Q2 2021 | $300,000 | +3.1% | 3,618 | -5.0% | 0.08% | -4.5% |
Q1 2021 | $291,000 | +7.0% | 3,808 | 0.0% | 0.09% | +7.2% |
Q4 2020 | $272,000 | +7.5% | 3,808 | +92.9% | 0.08% | -2.4% |
Q3 2020 | $253,000 | -0.8% | 1,974 | -8.6% | 0.08% | -4.5% |
Q2 2020 | $255,000 | +21.4% | 2,159 | 0.0% | 0.09% | +11.2% |
Q1 2020 | $210,000 | -45.3% | 2,159 | -32.5% | 0.08% | -37.5% |
Q4 2019 | $384,000 | +8.2% | 3,199 | 0.0% | 0.13% | +1.6% |
Q3 2019 | $355,000 | -1.4% | 3,199 | -2.7% | 0.13% | -3.1% |
Q2 2019 | $360,000 | +31.4% | 3,289 | +26.5% | 0.13% | +27.5% |
Q1 2019 | $274,000 | +13.2% | 2,599 | 0.0% | 0.10% | +1.0% |
Q4 2018 | $242,000 | -4.3% | 2,599 | +9.7% | 0.10% | 0.0% |
Q3 2018 | $253,000 | – | 2,369 | – | 0.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Francis Financial, Inc. | 126,183 | $9,840,996 | 6.67% |
First Affirmative Financial Network | 53,189 | $4,148,245 | 4.80% |
Ulrich Consultants & Investment Group, LLC | 24,810 | $1,934,932 | 4.04% |
HILL ISLAND FINANCIAL LLC | 115,140 | $8,925,648 | 3.60% |
Laurel Wealth Planning LLC | 49,988 | $3,899 | 2.58% |
Mascoma Wealth Management LLC | 108,639 | $8,511,871 | 2.49% |
McClarren Financial Advisors, Inc. | 30,867 | $2,405 | 2.19% |
Columbia Trust Co 01012016 | 40,175 | $3,133,248 | 1.81% |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 42,880 | $3,344,211 | 1.62% |
BigSur Wealth Management LLC | 40,000 | $3,119,600 | 1.46% |