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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $800,570 | -9.8% | 9,833 | -6.7% | 0.03% | -6.2% |
Q2 2023 | $887,190 | +3.2% | 10,540 | -4.4% | 0.03% | +10.3% |
Q1 2023 | $859,581 | +12.1% | 11,021 | +3.2% | 0.03% | +7.4% |
Q4 2022 | $766,737 | +3.2% | 10,680 | -3.8% | 0.03% | -3.6% |
Q3 2022 | $743,000 | -8.2% | 11,101 | -1.3% | 0.03% | 0.0% |
Q2 2022 | $809,000 | -17.4% | 11,245 | -0.6% | 0.03% | -3.4% |
Q1 2022 | $980,000 | -14.7% | 11,313 | -8.5% | 0.03% | -9.4% |
Q4 2021 | $1,149,000 | +12.8% | 12,367 | +1.0% | 0.03% | +3.2% |
Q3 2021 | $1,019,000 | +0.5% | 12,241 | -0.0% | 0.03% | +3.3% |
Q2 2021 | $1,014,000 | +6.4% | 12,243 | -1.9% | 0.03% | 0.0% |
Q1 2021 | $953,000 | +7.6% | 12,480 | +0.7% | 0.03% | 0.0% |
Q4 2020 | $886,000 | +11.2% | 12,389 | +98.9% | 0.03% | -6.2% |
Q3 2020 | $797,000 | – | 6,228 | – | 0.03% | – |
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% |