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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |