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 | $592,502 | -4.4% | 7,278 | -1.2% | 0.07% | -13.8% |
| Q2 2023 | $619,912 | +7.9% | 7,365 | 0.0% | 0.08% | +1.3% |
| Q1 2023 | $574,396 | +108481.5% | 7,365 | 0.0% | 0.08% | +1.3% |
| Q4 2022 | $529 | -99.8% | 7,365 | +84.6% | 0.08% | +100.0% |
| Q3 2022 | $267,000 | -7.0% | 3,990 | 0.0% | 0.04% | -17.0% |
| Q2 2022 | $287,000 | -17.1% | 3,990 | 0.0% | 0.05% | -4.1% |
| Q1 2022 | $346,000 | -6.7% | 3,990 | 0.0% | 0.05% | -3.9% |
| Q4 2021 | $371,000 | +11.7% | 3,990 | 0.0% | 0.05% | +2.0% |
| Q3 2021 | $332,000 | +0.6% | 3,990 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $330,000 | +8.2% | 3,990 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $305,000 | +4.1% | 3,990 | -2.7% | 0.05% | -2.0% |
| Q4 2020 | $293,000 | +11.8% | 4,100 | +100.0% | 0.05% | 0.0% |
| Q3 2020 | $262,000 | +8.3% | 2,050 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $242,000 | -1.6% | 2,050 | 0.0% | 0.05% | -12.1% |
| Q4 2019 | $246,000 | +8.4% | 2,050 | 0.0% | 0.06% | +1.8% |
| Q3 2019 | $227,000 | +1.3% | 2,050 | 0.0% | 0.06% | -1.7% |
| Q2 2019 | $224,000 | +3.7% | 2,050 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $216,000 | – | 2,050 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 254,829 | $22,073,000 | 5.80% |
| First Affirmative Financial Network | 55,175 | $4,779,000 | 4.58% |
| HILL ISLAND FINANCIAL LLC | 137,447 | $11,906,000 | 4.38% |
| Laurel Wealth Planning LLC | 72,856 | $6,311,000 | 4.26% |
| Prostatis Group LLC | 51,616 | $4,471,010 | 3.58% |
| Financial Insights, Inc. | 38,100 | $3,300,000 | 3.03% |
| Mascoma Wealth Management LLC | 102,278 | $8,859,000 | 2.82% |
| One Capital Management, LLC | 525,489 | $45,516,000 | 2.41% |
| Cribstone Capital Management, LLC | 44,370 | $3,843,000 | 2.10% |
| McClarren Financial Advisors, Inc. | 30,766 | $2,664,000 | 1.93% |