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 | $102,741 | -8.4% | 1,262 | -5.3% | 0.01% | 0.0% |
| Q2 2023 | $112,200 | +8.1% | 1,333 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $103,802 | +8.9% | 1,331 | +0.2% | 0.01% | +8.3% |
| Q4 2022 | $95,330 | +7.1% | 1,328 | +0.3% | 0.01% | 0.0% |
| Q3 2022 | $89,000 | -28.2% | 1,324 | -0.7% | 0.01% | -14.3% |
| Q4 2021 | $124,000 | +11.7% | 1,333 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $111,000 | +0.9% | 1,329 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $110,000 | +8.9% | 1,325 | +0.2% | 0.01% | +7.7% |
| Q1 2021 | $101,000 | +7.4% | 1,322 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $94,000 | +11.9% | 1,318 | +100.6% | 0.01% | 0.0% |
| Q3 2020 | $84,000 | +3.7% | 657 | -4.4% | 0.01% | 0.0% |
| Q2 2020 | $81,000 | +20.9% | 687 | +0.3% | 0.01% | +8.3% |
| Q1 2020 | $67,000 | -18.3% | 685 | +0.6% | 0.01% | -7.7% |
| Q4 2019 | $82,000 | +9.3% | 681 | +0.4% | 0.01% | 0.0% |
| Q3 2019 | $75,000 | +1.4% | 678 | +0.3% | 0.01% | -13.3% |
| Q2 2019 | $74,000 | -1.3% | 676 | -5.5% | 0.02% | -6.2% |
| Q1 2019 | $75,000 | +13.6% | 715 | +0.4% | 0.02% | 0.0% |
| Q4 2018 | $66,000 | -14.3% | 712 | -0.7% | 0.02% | -20.0% |
| Q3 2018 | $77,000 | +6.9% | 717 | +0.4% | 0.02% | 0.0% |
| Q2 2018 | $72,000 | +2.9% | 714 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $70,000 | 0.0% | 714 | +0.3% | 0.02% | +5.3% |
| Q4 2017 | $70,000 | +6.1% | 712 | +0.4% | 0.02% | 0.0% |
| Q3 2017 | $66,000 | +4.8% | 709 | +0.4% | 0.02% | 0.0% |
| Q2 2017 | $63,000 | +3.3% | 706 | +0.3% | 0.02% | +5.6% |
| Q1 2017 | $61,000 | +79.4% | 704 | +70.0% | 0.02% | +80.0% |
| Q4 2016 | $34,000 | +3.0% | 414 | +0.5% | 0.01% | 0.0% |
| Q3 2016 | $33,000 | +3.1% | 412 | +0.2% | 0.01% | 0.0% |
| Q2 2016 | $32,000 | +3.2% | 411 | +0.5% | 0.01% | 0.0% |
| Q1 2016 | $31,000 | 0.0% | 409 | +0.2% | 0.01% | 0.0% |
| Q4 2015 | $31,000 | +6.9% | 408 | +1.0% | 0.01% | +11.1% |
| Q3 2015 | $29,000 | -6.5% | 404 | 0.0% | 0.01% | +12.5% |
| Q2 2015 | $31,000 | 0.0% | 404 | +0.2% | 0.01% | +14.3% |
| Q1 2015 | $31,000 | – | 403 | – | 0.01% | – |
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% |