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 | $37,449 | -3.3% | 460 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $38,719 | +7.9% | 460 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $35,876 | +8.6% | 460 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $33,023 | +6.5% | 460 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $31,000 | -6.1% | 460 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $33,000 | -17.5% | 460 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $40,000 | -7.0% | 460 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $43,000 | +13.2% | 460 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $38,000 | 0.0% | 460 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $38,000 | +8.6% | 460 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $35,000 | +6.1% | 460 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $33,000 | +13.8% | 460 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $29,000 | +7.4% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $27,000 | +22.7% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $22,000 | -21.4% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $28,000 | +7.7% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $26,000 | +4.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $25,000 | +4.2% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $24,000 | +242.9% | 230 | +228.6% | 0.00% | +100.0% |
| Q4 2018 | $7,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $7,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $7,000 | -22.2% | 70 | -22.2% | 0.00% | 0.0% |
| Q4 2017 | $9,000 | +12.5% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $8,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $8,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $8,000 | -33.3% | 90 | -40.0% | 0.00% | 0.0% |
| Q4 2016 | $12,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $12,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $12,000 | +9.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $11,000 | – | 150 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gibson Capital, LLC | 58,326 | $3,520,000 | 1.40% |
| Ballentine Partners, LLC | 69,961 | $4,222,000 | 0.57% |
| SHAPIRO ROBERT N | 41,558 | $2,508,000 | 0.53% |
| Sigma Investment Management Co | 8,259 | $498,000 | 0.37% |
| Mariner Wealth Advisors-Madison, LLC | 13,379 | $807,000 | 0.36% |
| Callan Capital, LLC | 10,275 | $620,000 | 0.35% |
| FORBES J M & CO LLP | 19,082 | $1,152,000 | 0.34% |
| Long Wharf Investors, Inc. | 5,245 | $317,000 | 0.31% |
| KMS FINANCIAL SERVICES, INC | 17,245 | $1,041,000 | 0.29% |
| Hilltop Holdings Inc. | 6,464 | $390,000 | 0.26% |