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 | $752,000 | -8.0% | 11,233 | -1.1% | 0.01% | 0.0% |
| Q2 2022 | $817,000 | -17.4% | 11,360 | -0.5% | 0.01% | 0.0% |
| Q1 2022 | $989,000 | -29.2% | 11,419 | -24.0% | 0.01% | -14.3% |
| Q4 2021 | $1,397,000 | -56.1% | 15,029 | -60.7% | 0.01% | -65.0% |
| Q3 2021 | $3,183,000 | +1.5% | 38,253 | +1.0% | 0.02% | 0.0% |
| Q2 2021 | $3,137,000 | +102.0% | 37,873 | +86.2% | 0.02% | +66.7% |
| Q1 2021 | $1,553,000 | -50.1% | 20,343 | -53.2% | 0.01% | -53.8% |
| Q4 2020 | $3,110,000 | +11.8% | 43,472 | +100.0% | 0.03% | -3.7% |
| Q3 2020 | $2,781,000 | +27.6% | 21,734 | +17.7% | 0.03% | +8.0% |
| Q2 2020 | $2,179,000 | +25.7% | 18,460 | +2.7% | 0.02% | -37.5% |
| Q1 2020 | $1,734,000 | – | 17,980 | – | 0.04% | – |
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% |