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 | $1,621,752 | -5.4% | 19,921 | -2.2% | 0.17% | -4.5% |
| Q2 2023 | $1,713,976 | +2.0% | 20,363 | -5.5% | 0.18% | -1.7% |
| Q1 2023 | $1,680,244 | +9.1% | 21,544 | +0.4% | 0.18% | +3.4% |
| Q4 2022 | $1,540,599 | +14.5% | 21,460 | +6.8% | 0.18% | +10.8% |
| Q3 2022 | $1,345,000 | -3.8% | 20,086 | +3.3% | 0.16% | 0.0% |
| Q2 2022 | $1,398,000 | +6.7% | 19,447 | +28.6% | 0.16% | +20.6% |
| Q1 2022 | $1,310,000 | -0.3% | 15,127 | +1.6% | 0.13% | -2.2% |
| Q4 2021 | $1,314,000 | +55.1% | 14,885 | +46.2% | 0.13% | -2.9% |
| Q3 2021 | $847,000 | -22.4% | 10,180 | -22.8% | 0.14% | -22.5% |
| Q2 2021 | $1,092,000 | +8.1% | 13,185 | -0.4% | 0.18% | +48.3% |
| Q1 2021 | $1,010,000 | +16.5% | 13,233 | +9.2% | 0.12% | +12.1% |
| Q4 2020 | $867,000 | +83.7% | 12,116 | +228.1% | 0.11% | +59.7% |
| Q3 2020 | $472,000 | +42.2% | 3,693 | +31.3% | 0.07% | +34.0% |
| Q2 2020 | $332,000 | -9.5% | 2,813 | -25.4% | 0.05% | -27.5% |
| Q1 2020 | $367,000 | -3.2% | 3,770 | +19.4% | 0.07% | +21.1% |
| Q4 2019 | $379,000 | +14.2% | 3,157 | +5.6% | 0.06% | +23.9% |
| Q3 2019 | $332,000 | +20.3% | 2,989 | +18.6% | 0.05% | +17.9% |
| Q2 2019 | $276,000 | -16.1% | 2,521 | -19.1% | 0.04% | -25.0% |
| Q1 2019 | $329,000 | +13.4% | 3,115 | -0.1% | 0.05% | 0.0% |
| Q4 2018 | $290,000 | +15.1% | 3,117 | +32.4% | 0.05% | +30.0% |
| Q3 2018 | $252,000 | – | 2,355 | – | 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% |