ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 314 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,522,530 | -3.3% | 43,269 | -0.0% | 0.36% | -20.2% |
| Q2 2023 | $3,642,541 | +14.7% | 43,276 | -2.1% | 0.46% | +2.7% |
| Q4 2022 | $3,174,554 | +6.9% | 44,220 | -0.3% | 0.44% | -6.7% |
| Q3 2022 | $2,970,000 | -7.6% | 44,350 | -0.8% | 0.48% | +0.4% |
| Q2 2022 | $3,213,000 | -6.6% | 44,689 | +12.6% | 0.47% | -6.0% |
| Q1 2022 | $3,439,000 | -13.9% | 39,700 | -7.6% | 0.50% | -25.9% |
| Q4 2021 | $3,994,000 | +9.8% | 42,979 | -1.6% | 0.68% | -0.7% |
| Q3 2021 | $3,636,000 | -1.3% | 43,692 | +1086.0% | 0.68% | -0.6% |
| Q2 2021 | $3,684,000 | +13.7% | 3,684 | -91.3% | 0.69% | +8.5% |
| Q1 2021 | $3,239,000 | -21.7% | 42,420 | -26.6% | 0.63% | -16.6% |
| Q4 2020 | $4,136,000 | +14.3% | 57,809 | +104.4% | 0.76% | +1.6% |
| Q3 2020 | $3,619,000 | +4.4% | 28,285 | -3.7% | 0.75% | -2.3% |
| Q2 2020 | $3,468,000 | +6.6% | 29,386 | -12.0% | 0.77% | -6.4% |
| Q1 2020 | $3,252,000 | +6.6% | 33,387 | +31.5% | 0.82% | +20.5% |
| Q4 2019 | $3,050,000 | +9.9% | 25,392 | +1.4% | 0.68% | 0.0% |
| Q3 2019 | $2,776,000 | -3.0% | 25,030 | -4.3% | 0.68% | -10.1% |
| Q2 2019 | $2,862,000 | -2.7% | 26,166 | -6.2% | 0.76% | -5.7% |
| Q1 2019 | $2,942,000 | +12.0% | 27,890 | -1.3% | 0.80% | -0.7% |
| Q4 2018 | $2,627,000 | -8.8% | 28,244 | +4.7% | 0.81% | -17.0% |
| Q3 2018 | $2,881,000 | +5.3% | 26,981 | -0.5% | 0.97% | -9.8% |
| Q2 2018 | $2,737,000 | +0.7% | 27,116 | -2.5% | 1.08% | -2.6% |
| Q1 2018 | $2,717,000 | – | 27,808 | – | 1.11% | – |
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% |