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 | $4,804 | -12.4% | 59,010 | -9.4% | 0.02% | -12.0% |
| Q2 2023 | $5,484 | +5.4% | 65,152 | -2.3% | 0.02% | -3.8% |
| Q1 2023 | $5,201 | -33.8% | 66,689 | -39.0% | 0.03% | -36.6% |
| Q4 2022 | $7,855 | -99.9% | 109,415 | +9.4% | 0.04% | +7.9% |
| Q3 2022 | $6,700,000 | +28.3% | 100,046 | +37.8% | 0.04% | +35.7% |
| Q2 2022 | $5,222,000 | -5.6% | 72,626 | +13.7% | 0.03% | +12.0% |
| Q1 2022 | $5,534,000 | -7.4% | 63,892 | -0.6% | 0.02% | -7.4% |
| Q4 2021 | $5,974,000 | +19.6% | 64,289 | +7.1% | 0.03% | +8.0% |
| Q3 2021 | $4,997,000 | +5.8% | 60,049 | +5.3% | 0.02% | +8.7% |
| Q2 2021 | $4,725,000 | +13.3% | 57,045 | +4.4% | 0.02% | 0.0% |
| Q1 2021 | $4,171,000 | -11.5% | 54,617 | -17.1% | 0.02% | -17.9% |
| Q4 2020 | $4,714,000 | -4.3% | 65,892 | +71.2% | 0.03% | -15.2% |
| Q3 2020 | $4,924,000 | +13.8% | 38,486 | +5.0% | 0.03% | 0.0% |
| Q2 2020 | $4,326,000 | +32.2% | 36,653 | +9.1% | 0.03% | +6.5% |
| Q1 2020 | $3,272,000 | -29.9% | 33,597 | -13.6% | 0.03% | -13.9% |
| Q4 2019 | $4,670,000 | +5.5% | 38,877 | -2.6% | 0.04% | -7.7% |
| Q3 2019 | $4,427,000 | -1.4% | 39,915 | -2.8% | 0.04% | -4.9% |
| Q2 2019 | $4,491,000 | +5.0% | 41,069 | +1.2% | 0.04% | 0.0% |
| Q1 2019 | $4,279,000 | -52.3% | 40,563 | -58.0% | 0.04% | -58.6% |
| Q4 2018 | $8,976,000 | -12.2% | 96,514 | +0.9% | 0.10% | +1.0% |
| Q3 2018 | $10,219,000 | +2.2% | 95,690 | -3.4% | 0.10% | -7.5% |
| Q2 2018 | $9,998,000 | -2.4% | 99,045 | -5.5% | 0.11% | -7.8% |
| Q1 2018 | $10,242,000 | +1.1% | 104,807 | +1.7% | 0.12% | -3.4% |
| Q4 2017 | $10,126,000 | +11.0% | 103,070 | +4.9% | 0.12% | -3.3% |
| Q3 2017 | $9,120,000 | +211.5% | 98,226 | +199.6% | 0.12% | +186.0% |
| Q2 2017 | $2,928,000 | +39.4% | 32,785 | +35.5% | 0.04% | +19.4% |
| Q1 2017 | $2,100,000 | -2.4% | 24,201 | -7.3% | 0.04% | -10.0% |
| Q4 2016 | $2,151,000 | +63.6% | 26,109 | +59.9% | 0.04% | +66.7% |
| Q3 2016 | $1,315,000 | +18.5% | 16,333 | +13.8% | 0.02% | 0.0% |
| Q2 2016 | $1,110,000 | +2.6% | 14,354 | +1.6% | 0.02% | 0.0% |
| Q1 2016 | $1,082,000 | -25.6% | 14,128 | -26.5% | 0.02% | -29.4% |
| Q4 2015 | $1,454,000 | +6.2% | 19,210 | -0.4% | 0.03% | -12.8% |
| Q3 2015 | $1,369,000 | – | 19,291 | – | 0.04% | – |
Download | ||||||
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% |