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 2020 | $236,000 | -5.6% | 1,846 | -13.0% | 0.00% | 0.0% |
| Q2 2020 | $250,000 | -98.5% | 2,121 | -98.7% | 0.00% | -98.8% |
| Q1 2020 | $16,301,000 | -7.2% | 166,105 | +13.5% | 0.16% | +8.8% |
| Q4 2019 | $17,574,000 | +26.0% | 146,293 | +16.3% | 0.15% | +11.3% |
| Q3 2019 | $13,950,000 | +12.0% | 125,782 | +10.4% | 0.13% | +4.7% |
| Q2 2019 | $12,455,000 | +25.0% | 113,894 | +20.6% | 0.13% | +13.4% |
| Q1 2019 | $9,964,000 | +62.8% | 94,463 | +43.5% | 0.11% | +36.6% |
| Q4 2018 | $6,120,000 | +27.8% | 65,808 | +46.8% | 0.08% | +34.4% |
| Q3 2018 | $4,789,000 | +111.6% | 44,843 | +100.0% | 0.06% | +90.6% |
| Q2 2018 | $2,263,000 | +607.2% | 22,421 | +584.0% | 0.03% | +540.0% |
| Q1 2018 | $320,000 | – | 3,278 | – | 0.01% | – |
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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% |