ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 364 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38 | -5.0% | 470 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $40 | +8.1% | 470 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $37 | +8.8% | 470 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $34 | -99.9% | 470 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $32,000 | -5.9% | 470 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $34,000 | -17.1% | 470 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $41,000 | -6.8% | 470 | 0.0% | 0.00% | – |
| Q4 2021 | $44,000 | +12.8% | 470 | 0.0% | 0.00% | – |
| Q3 2021 | $39,000 | 0.0% | 470 | 0.0% | 0.00% | – |
| Q2 2021 | $39,000 | +8.3% | 470 | 0.0% | 0.00% | – |
| Q1 2021 | $36,000 | +5.9% | 470 | 0.0% | 0.00% | – |
| Q4 2020 | $34,000 | +13.3% | 470 | +100.0% | 0.00% | – |
| Q3 2020 | $30,000 | +7.1% | 235 | 0.0% | 0.00% | – |
| Q2 2020 | $28,000 | +21.7% | 235 | 0.0% | 0.00% | -100.0% |
| Q1 2020 | $23,000 | -17.9% | 235 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $28,000 | +7.7% | 235 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $26,000 | 0.0% | 235 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $26,000 | +4.0% | 235 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $25,000 | +13.6% | 235 | 0.0% | 0.00% | – |
| Q4 2018 | $22,000 | -12.0% | 235 | 0.0% | 0.00% | -100.0% |
| Q3 2018 | $25,000 | +4.2% | 235 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $24,000 | +4.3% | 235 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $23,000 | 0.0% | 235 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $23,000 | -28.1% | 235 | -30.9% | 0.00% | 0.0% |
| Q3 2017 | $32,000 | – | 340 | – | 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% |