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 | $385,095 | -2.9% | 4,712 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $396,609 | +7.9% | 4,712 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $367,489 | +13.6% | 4,712 | +4.5% | 0.02% | +6.2% |
| Q4 2022 | $323,629 | +7.2% | 4,508 | 0.0% | 0.02% | -11.1% |
| Q3 2022 | $302,000 | -6.8% | 4,508 | 0.0% | 0.02% | -25.0% |
| Q2 2022 | $324,000 | -17.1% | 4,508 | 0.0% | 0.02% | +20.0% |
| Q1 2022 | $391,000 | -6.7% | 4,508 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $419,000 | +11.7% | 4,508 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $375,000 | -27.0% | 4,508 | -27.4% | 0.02% | -4.8% |
| Q2 2021 | $514,000 | +2.2% | 6,208 | -5.7% | 0.02% | -4.5% |
| Q1 2021 | $503,000 | +1.6% | 6,584 | -4.7% | 0.02% | -8.3% |
| Q4 2020 | $495,000 | +11.7% | 6,910 | +100.0% | 0.02% | +14.3% |
| Q3 2020 | $443,000 | +8.6% | 3,455 | 0.0% | 0.02% | -4.5% |
| Q2 2020 | $408,000 | +21.4% | 3,455 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $336,000 | -29.7% | 3,455 | -13.3% | 0.02% | -4.3% |
| Q4 2019 | $478,000 | +24.8% | 3,984 | +15.3% | 0.02% | +27.8% |
| Q3 2019 | $383,000 | +1.3% | 3,455 | 0.0% | 0.02% | -5.3% |
| Q2 2019 | $378,000 | -56.7% | 3,455 | -58.2% | 0.02% | -53.7% |
| Q1 2019 | $872,000 | +57.1% | 8,275 | +38.6% | 0.04% | +46.4% |
| Q4 2018 | $555,000 | – | 5,970 | – | 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% |