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 | $150,609 | -3.3% | 1,850 | 0.0% | 0.04% | -2.3% |
| Q2 2023 | $155,715 | +7.9% | 1,850 | 0.0% | 0.04% | +4.8% |
| Q1 2023 | $144,282 | +129883.8% | 1,850 | +19.4% | 0.04% | – |
| Q4 2022 | $111 | -99.9% | 1,550 | 0.0% | 0.00% | – |
| Q3 2022 | $103,000 | -7.2% | 1,550 | 0.0% | 0.00% | – |
| Q2 2022 | $111,000 | -17.2% | 1,550 | 0.0% | 0.00% | – |
| Q1 2022 | $134,000 | -6.9% | 1,550 | 0.0% | 0.00% | – |
| Q4 2021 | $144,000 | +12.5% | 1,550 | 0.0% | 0.00% | – |
| Q3 2021 | $128,000 | 0.0% | 1,550 | 0.0% | 0.00% | – |
| Q2 2021 | $128,000 | +8.5% | 1,550 | 0.0% | 0.00% | – |
| Q1 2021 | $118,000 | +7.3% | 1,550 | 0.0% | 0.00% | – |
| Q4 2020 | $110,000 | +7.8% | 1,550 | +93.8% | 0.00% | – |
| Q3 2020 | $102,000 | +8.5% | 800 | 0.0% | 0.00% | – |
| Q2 2020 | $94,000 | +22.1% | 800 | 0.0% | 0.00% | – |
| Q1 2020 | $77,000 | -11.5% | 800 | 0.0% | 0.00% | – |
| Q2 2019 | $87,000 | -99.9% | 800 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $74,400,000 | -8.2% | 800 | 0.0% | 0.03% | -6.9% |
| Q2 2018 | $81,024,000 | +6.3% | 800 | 0.0% | 0.03% | -31.0% |
| Q1 2018 | $76,256,000 | -5.8% | 800 | 0.0% | 0.04% | -4.5% |
| Q4 2017 | $80,936,000 | +7.7% | 800 | 0.0% | 0.04% | -2.2% |
| Q3 2017 | $75,152,000 | +4.9% | 800 | 0.0% | 0.04% | -4.3% |
| Q2 2017 | $71,624,000 | +3.8% | 800 | 0.0% | 0.05% | +42.4% |
| Q1 2017 | $69,024,000 | – | 800 | – | 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% |