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 | $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 ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 254,829 | $22,073,000 | 5.80% |
| First Affirmative Financial Network | 55,175 | $4,779,000 | 4.58% |
| HILL ISLAND FINANCIAL LLC | 137,447 | $11,906,000 | 4.38% |
| Laurel Wealth Planning LLC | 72,856 | $6,311,000 | 4.26% |
| Prostatis Group LLC | 51,616 | $4,471,010 | 3.58% |
| Financial Insights, Inc. | 38,100 | $3,300,000 | 3.03% |
| Mascoma Wealth Management LLC | 102,278 | $8,859,000 | 2.82% |
| One Capital Management, LLC | 525,489 | $45,516,000 | 2.41% |
| Cribstone Capital Management, LLC | 44,370 | $3,843,000 | 2.10% |
| McClarren Financial Advisors, Inc. | 30,766 | $2,664,000 | 1.93% |