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 | $1,649 | +9.1% | 20,261 | +12.8% | 0.06% | +10.9% |
Q2 2023 | $1,512 | +6.9% | 17,963 | -0.9% | 0.06% | +1.9% |
Q1 2023 | $1,414 | -0.1% | 18,129 | -8.1% | 0.05% | -6.9% |
Q4 2022 | $1,416 | -99.9% | 19,721 | +10.1% | 0.06% | -1.7% |
Q3 2022 | $1,200,000 | +2.2% | 17,916 | +9.7% | 0.06% | +11.3% |
Q2 2022 | $1,174,000 | -11.8% | 16,330 | +6.3% | 0.05% | -7.0% |
Q1 2022 | $1,331,000 | +5.9% | 15,364 | +13.5% | 0.06% | +3.6% |
Q4 2021 | $1,257,000 | +24.8% | 13,531 | +11.8% | 0.06% | +14.6% |
Q3 2021 | $1,007,000 | +54.0% | 12,105 | +53.3% | 0.05% | +54.8% |
Q2 2021 | $654,000 | +101.2% | 7,895 | +85.5% | 0.03% | +82.4% |
Q1 2021 | $325,000 | +20.4% | 4,257 | +12.9% | 0.02% | +6.2% |
Q4 2020 | $270,000 | – | 3,769 | – | 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% |