ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 314 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| 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% |