ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 304 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $752,000 | +9.3% | 10,514 | +95.5% | 0.09% | -5.4% |
Q3 2020 | $688,000 | +2.7% | 5,377 | -5.3% | 0.09% | -4.2% |
Q2 2020 | $670,000 | +21.2% | 5,677 | 0.0% | 0.10% | +3.2% |
Q1 2020 | $553,000 | -21.7% | 5,677 | -3.4% | 0.09% | +6.9% |
Q4 2019 | $706,000 | +8.3% | 5,877 | 0.0% | 0.09% | +1.2% |
Q3 2019 | $652,000 | -0.2% | 5,877 | -1.5% | 0.09% | -1.1% |
Q2 2019 | $653,000 | +3.8% | 5,967 | 0.0% | 0.09% | -1.1% |
Q1 2019 | $629,000 | +11.7% | 5,967 | -1.4% | 0.09% | -1.1% |
Q4 2018 | $563,000 | -12.4% | 6,052 | +0.5% | 0.09% | +4.7% |
Q3 2018 | $643,000 | -16.9% | 6,022 | -21.4% | 0.08% | +46.6% |
Q2 2018 | $774,000 | +3.3% | 7,666 | 0.0% | 0.06% | -47.3% |
Q1 2018 | $749,000 | -1.2% | 7,666 | -0.6% | 0.11% | +0.9% |
Q4 2017 | $758,000 | +7.2% | 7,715 | +1.3% | 0.11% | +5.8% |
Q3 2017 | $707,000 | +1.9% | 7,618 | -2.0% | 0.10% | -1.9% |
Q2 2017 | $694,000 | +3.1% | 7,772 | +0.2% | 0.10% | -2.8% |
Q1 2017 | $673,000 | +4.0% | 7,754 | -1.3% | 0.11% | -1.8% |
Q4 2016 | $647,000 | +4.2% | 7,858 | +1.9% | 0.11% | +1.9% |
Q3 2016 | $621,000 | +4.4% | 7,710 | +0.2% | 0.11% | -0.9% |
Q2 2016 | $595,000 | +1.4% | 7,691 | +0.3% | 0.11% | -9.9% |
Q1 2016 | $587,000 | +1.4% | 7,671 | +0.3% | 0.12% | -0.8% |
Q4 2015 | $579,000 | +7.4% | 7,646 | +0.6% | 0.12% | -2.4% |
Q3 2015 | $539,000 | -6.7% | 7,599 | 0.0% | 0.12% | +1.6% |
Q2 2015 | $578,000 | -3.8% | 7,599 | -2.3% | 0.12% | -3.1% |
Q1 2015 | $601,000 | -49.5% | 7,781 | -49.9% | 0.13% | -0.8% |
Q4 2014 | $1,190,000 | +109.5% | 15,528 | +100.5% | 0.13% | +4.1% |
Q3 2014 | $568,000 | +0.5% | 7,743 | +0.2% | 0.12% | 0.0% |
Q2 2014 | $565,000 | +4.4% | 7,724 | +0.2% | 0.12% | -6.1% |
Q1 2014 | $541,000 | +1.9% | 7,708 | +0.2% | 0.13% | -4.4% |
Q4 2013 | $531,000 | +9.9% | 7,691 | +0.3% | 0.14% | 0.0% |
Q3 2013 | $483,000 | +7.6% | 7,671 | +3.2% | 0.14% | +3.0% |
Q2 2013 | $449,000 | – | 7,433 | – | 0.13% | – |
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% |