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 | $687,426 | +0.7% | 8,444 | +4.1% | 0.00% | – |
| Q2 2023 | $682,451 | +14.0% | 8,108 | +5.6% | 0.00% | – |
| Q1 2023 | $598,885 | -97.3% | 7,679 | -97.5% | 0.00% | -100.0% |
| Q4 2022 | $22,222,666 | +836.1% | 309,551 | +772.9% | 0.00% | – |
| Q3 2022 | $2,374,000 | +196.4% | 35,463 | +218.3% | 0.00% | – |
| Q2 2022 | $801,000 | +23.2% | 11,140 | +48.5% | 0.00% | – |
| Q1 2022 | $650,000 | -84.3% | 7,500 | -83.2% | 0.00% | – |
| Q4 2021 | $4,143,000 | +500.4% | 44,587 | +438.4% | 0.00% | – |
| Q3 2021 | $690,000 | +1.9% | 8,281 | +1.3% | 0.00% | – |
| Q2 2021 | $677,000 | +5.1% | 8,177 | -3.1% | 0.00% | – |
| Q1 2021 | $644,000 | -91.9% | 8,438 | -92.4% | 0.00% | – |
| Q4 2020 | $7,930,000 | +885.1% | 110,846 | +1663.1% | 0.00% | – |
| Q3 2020 | $805,000 | +57.8% | 6,287 | +45.3% | 0.00% | – |
| Q2 2020 | $510,000 | +22.9% | 4,326 | +1.6% | 0.00% | – |
| Q1 2020 | $415,000 | -94.3% | 4,258 | -93.0% | 0.00% | – |
| Q4 2019 | $7,271,000 | +1450.3% | 60,527 | +1332.3% | 0.00% | – |
| Q3 2019 | $469,000 | +6.6% | 4,226 | +5.0% | 0.00% | – |
| Q2 2019 | $440,000 | +152.9% | 4,026 | +144.1% | 0.00% | – |
| Q1 2019 | $174,000 | -98.6% | 1,649 | -98.8% | 0.00% | -100.0% |
| Q4 2018 | $12,443,000 | +7775.3% | 133,797 | +8952.6% | 0.00% | – |
| Q3 2018 | $158,000 | +1875.0% | 1,478 | +1702.4% | 0.00% | – |
| Q2 2018 | $8,000 | -89.0% | 82 | -89.0% | 0.00% | – |
| Q1 2018 | $73,000 | -99.1% | 746 | -99.1% | 0.00% | – |
| Q4 2017 | $8,545,000 | +106712.5% | 86,978 | +103445.2% | 0.00% | – |
| Q3 2017 | $8,000 | +33.3% | 84 | +23.5% | 0.00% | – |
| Q2 2017 | $6,000 | – | 68 | – | 0.00% | – |
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% |