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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $575,000 | -24.2% | 6,193 | -32.1% | 0.10% | -66.9% |
| Q3 2021 | $759,000 | -2.4% | 9,126 | -2.8% | 0.30% | +58.0% |
| Q2 2021 | $778,000 | +7.0% | 9,387 | -1.3% | 0.19% | +1.0% |
| Q1 2021 | $727,000 | +0.4% | 9,515 | -6.0% | 0.19% | -26.0% |
| Q4 2020 | $724,000 | +12.8% | 10,124 | +101.7% | 0.26% | +5.3% |
| Q3 2020 | $642,000 | +2.1% | 5,019 | -5.9% | 0.24% | -8.9% |
| Q2 2020 | $629,000 | +31.3% | 5,333 | +8.4% | 0.27% | +6.3% |
| Q1 2020 | $479,000 | +6742.9% | 4,919 | +6927.1% | 0.25% | +8333.3% |
| Q3 2018 | $7,000 | – | 70 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Laurel Wealth Planning LLC | 108,700 | $7,776,000 | 7.58% |
| C-J Advisory, Inc. | 100,921 | $7,219,000 | 4.50% |
| Cribstone Capital Management, LLC | 54,588 | $3,905,000 | 2.68% |
| McClarren Financial Advisors, Inc. | 29,869 | $2,136,000 | 2.05% |
| Financial Insights, Inc. | 34,939 | $2,500,000 | 1.94% |
| Columbia Trust Co 01012016 | 36,655 | $2,622,000 | 1.82% |
| Asset Allocation & Management Company, LLC | 37,776 | $2,702,000 | 1.74% |
| SOA Wealth Advisors, LLC. | 83,409 | $6,254,000 | 1.70% |
| BigSur Wealth Management LLC | 40,000 | $2,862,000 | 1.62% |
| Trellis Advisors, LLC | 31,618 | $2,262,000 | 1.36% |