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 | $834,081 | -3.3% | 10,245 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $862,359 | +13.4% | 10,245 | -3.3% | 0.01% | -14.3% |
| Q1 2023 | $760,359 | 0.0% | 10,591 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $760,359 | -49.2% | 10,591 | -52.6% | 0.01% | -54.8% |
| Q3 2022 | $1,496,000 | -6.6% | 22,338 | +0.3% | 0.03% | -3.1% |
| Q2 2022 | $1,601,000 | +26.8% | 22,270 | +52.8% | 0.03% | +28.0% |
| Q1 2022 | $1,263,000 | +208.0% | 14,579 | +230.3% | 0.02% | +212.5% |
| Q4 2021 | $410,000 | +95.2% | 4,414 | +75.1% | 0.01% | +100.0% |
| Q3 2021 | $210,000 | +0.5% | 2,521 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $209,000 | -74.3% | 2,521 | -76.3% | 0.01% | -87.5% |
| Q1 2021 | $813,000 | -27.3% | 10,652 | -31.9% | 0.04% | -32.2% |
| Q4 2020 | $1,119,000 | -0.2% | 15,641 | +78.6% | 0.06% | -31.4% |
| Q3 2020 | $1,121,000 | +8.4% | 8,759 | 0.0% | 0.09% | -12.2% |
| Q2 2020 | $1,034,000 | +21.1% | 8,759 | -0.1% | 0.10% | +19.5% |
| Q1 2020 | $854,000 | -18.9% | 8,764 | 0.0% | 0.08% | -18.8% |
| Q4 2019 | $1,053,000 | +10.3% | 8,764 | +1.8% | 0.10% | -2.9% |
| Q3 2019 | $955,000 | +1.2% | 8,612 | -0.2% | 0.10% | +1.0% |
| Q2 2019 | $944,000 | +3.7% | 8,630 | +0.0% | 0.10% | -10.4% |
| Q1 2019 | $910,000 | +58.5% | 8,628 | +39.7% | 0.12% | +30.7% |
| Q4 2018 | $574,000 | – | 6,176 | – | 0.09% | – |
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% |