ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 287 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $150,608 | -3.8% | 1,850 | -0.5% | 0.01% | 0.0% |
| Q2 2023 | $156,556 | +439.8% | 1,860 | +365.0% | 0.01% | +400.0% |
| Q2 2022 | $29,000 | -23.7% | 400 | -8.0% | 0.00% | 0.0% |
| Q1 2022 | $38,000 | -9.5% | 435 | -3.3% | 0.00% | 0.0% |
| Q4 2021 | $42,000 | +5.0% | 450 | -5.9% | 0.00% | 0.0% |
| Q3 2021 | $40,000 | 0.0% | 478 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $40,000 | +11.1% | 477 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $36,000 | 0.0% | 477 | -4.0% | 0.00% | -33.3% |
| Q4 2020 | $36,000 | -47.8% | 497 | -8.0% | 0.00% | -50.0% |
| Q3 2020 | $69,000 | +7.8% | 540 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $64,000 | +12.3% | 540 | -8.5% | 0.01% | -14.3% |
| Q1 2020 | $57,000 | -19.7% | 590 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $71,000 | -100.0% | 590 | -73.4% | 0.01% | -70.0% |
| Q4 2015 | $167,698,000 | – | 2,215 | – | 0.02% | – |
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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% |