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 2022 | $50,000 | -5.7% | 751 | +0.4% | 0.02% | -5.6% |
| Q2 2022 | $53,000 | -17.2% | 748 | +0.4% | 0.02% | 0.0% |
| Q1 2022 | $64,000 | -7.2% | 745 | 0.0% | 0.02% | -5.3% |
| Q4 2021 | $69,000 | +13.1% | 745 | +0.4% | 0.02% | +5.6% |
| Q3 2021 | $61,000 | -1.6% | 742 | -1.7% | 0.02% | 0.0% |
| Q2 2021 | $62,000 | +8.8% | 755 | +0.1% | 0.02% | 0.0% |
| Q1 2021 | $57,000 | +7.5% | 754 | +0.3% | 0.02% | +5.9% |
| Q4 2020 | $53,000 | +12.8% | 752 | +100.5% | 0.02% | 0.0% |
| Q3 2020 | $47,000 | +6.8% | 375 | +0.5% | 0.02% | +6.2% |
| Q2 2020 | $44,000 | +22.2% | 373 | +0.3% | 0.02% | +14.3% |
| Q1 2020 | $36,000 | -18.2% | 372 | +0.5% | 0.01% | -6.7% |
| Q4 2019 | $44,000 | +10.0% | 370 | +0.3% | 0.02% | +7.1% |
| Q3 2019 | $40,000 | 0.0% | 369 | +0.3% | 0.01% | 0.0% |
| Q2 2019 | $40,000 | +5.3% | 368 | +0.3% | 0.01% | 0.0% |
| Q1 2019 | $38,000 | +15.2% | 367 | +0.5% | 0.01% | 0.0% |
| Q4 2018 | $33,000 | -8.3% | 365 | +8.0% | 0.01% | 0.0% |
| Q3 2018 | $36,000 | +5.9% | 338 | +0.3% | 0.01% | 0.0% |
| Q2 2018 | $34,000 | +6.2% | 337 | 0.0% | 0.01% | +7.7% |
| Q1 2018 | $32,000 | -3.0% | 337 | +0.3% | 0.01% | -7.1% |
| Q4 2017 | $33,000 | +6.5% | 336 | +0.9% | 0.01% | -6.7% |
| Q3 2017 | $31,000 | +6.9% | 333 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $29,000 | +141.7% | 333 | +139.6% | 0.02% | +150.0% |
| Q1 2017 | $12,000 | – | 139 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 126,183 | $9,840,996 | 6.67% |
| First Affirmative Financial Network | 53,189 | $4,148,245 | 4.80% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $1,934,932 | 4.04% |
| HILL ISLAND FINANCIAL LLC | 115,140 | $8,925,648 | 3.60% |
| Laurel Wealth Planning LLC | 49,988 | $3,899 | 2.58% |
| Mascoma Wealth Management LLC | 108,639 | $8,511,871 | 2.49% |
| McClarren Financial Advisors, Inc. | 30,867 | $2,405 | 2.19% |
| Columbia Trust Co 01012016 | 40,175 | $3,133,248 | 1.81% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 42,880 | $3,344,211 | 1.62% |
| BigSur Wealth Management LLC | 40,000 | $3,119,600 | 1.46% |