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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $476 | +14.7% | 5,213 | +2.8% | 0.01% | +14.3% |
| Q3 2023 | $415 | -2.8% | 5,073 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $427 | +7.8% | 5,073 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $396 | +8.8% | 5,073 | 0.0% | 0.01% | +14.3% |
| Q4 2022 | $364 | -99.9% | 5,073 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $340,000 | -6.8% | 5,073 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $365,000 | -16.9% | 5,073 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $439,000 | -6.8% | 5,073 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $471,000 | +11.6% | 5,073 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $422,000 | -5.2% | 5,073 | -5.6% | 0.01% | 0.0% |
| Q2 2021 | $445,000 | +8.5% | 5,373 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $410,000 | -7.7% | 5,373 | -13.5% | 0.01% | -11.1% |
| Q4 2020 | $444,000 | +25.8% | 6,208 | +125.1% | 0.01% | +12.5% |
| Q3 2020 | $353,000 | +8.6% | 2,758 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $325,000 | +20.8% | 2,758 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $269,000 | -16.7% | 2,758 | -5.2% | 0.01% | 0.0% |
| Q3 2019 | $323,000 | – | 2,908 | – | 0.01% | – |
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% |