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 | $873,980 | -3.5% | 10,736 | -0.2% | 0.07% | -2.6% |
Q2 2023 | $905,294 | +8.9% | 10,756 | +0.9% | 0.08% | +4.1% |
Q1 2023 | $831,025 | -15.8% | 10,656 | -22.5% | 0.07% | -24.0% |
Q4 2022 | $987,406 | -15.8% | 13,754 | -21.5% | 0.10% | -22.6% |
Q3 2022 | $1,173,000 | +25.6% | 17,515 | +34.8% | 0.12% | +27.8% |
Q2 2022 | $934,000 | +5.4% | 12,990 | +27.0% | 0.10% | +19.8% |
Q1 2022 | $886,000 | +51.5% | 10,232 | +62.5% | 0.08% | +55.8% |
Q4 2021 | $585,000 | +36.7% | 6,298 | +22.4% | 0.05% | +23.8% |
Q3 2021 | $428,000 | -23.4% | 5,147 | -23.8% | 0.04% | -25.0% |
Q2 2021 | $559,000 | +3.1% | 6,755 | -10.8% | 0.06% | -8.2% |
Q4 2020 | $542,000 | +56.6% | 7,573 | +158.0% | 0.06% | -3.2% |
Q2 2020 | $346,000 | +652.2% | 2,935 | +343.4% | 0.06% | +425.0% |
Q3 2015 | $46,000 | – | 662 | – | 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% |