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 | $224,871 | -5.7% | 2,762 | -2.5% | 0.04% | -7.1% |
| Q2 2023 | $238,386 | -6.1% | 2,832 | -13.0% | 0.04% | -10.6% |
| Q1 2023 | $253,960 | -1.5% | 3,256 | -9.3% | 0.05% | -11.3% |
| Q4 2022 | $257,733 | -77.3% | 3,590 | -78.8% | 0.05% | -80.7% |
| Q3 2022 | $1,133,000 | -11.1% | 16,916 | -4.6% | 0.27% | +0.4% |
| Q2 2022 | $1,275,000 | -17.8% | 17,740 | -1.0% | 0.27% | -7.8% |
| Q1 2022 | $1,552,000 | -6.8% | 17,918 | 0.0% | 0.30% | -4.8% |
| Q4 2021 | $1,665,000 | +6.9% | 17,918 | -4.2% | 0.31% | -1.0% |
| Q3 2021 | $1,557,000 | -0.1% | 18,710 | -0.6% | 0.31% | -4.6% |
| Q2 2021 | $1,559,000 | +3.2% | 18,823 | -4.8% | 0.33% | -2.9% |
| Q1 2021 | $1,510,000 | +5.9% | 19,770 | -0.8% | 0.34% | +3.7% |
| Q4 2020 | $1,426,000 | +26.4% | 19,932 | +126.1% | 0.33% | +10.8% |
| Q3 2020 | $1,128,000 | +2.3% | 8,815 | -5.7% | 0.30% | -3.0% |
| Q2 2020 | $1,103,000 | +44.0% | 9,350 | +18.8% | 0.30% | +20.2% |
| Q1 2020 | $766,000 | -19.8% | 7,870 | -1.0% | 0.25% | -5.9% |
| Q4 2019 | $955,000 | +21.8% | 7,953 | +12.5% | 0.27% | +13.0% |
| Q3 2019 | $784,000 | +6.7% | 7,069 | +5.1% | 0.24% | +3.5% |
| Q2 2019 | $735,000 | +18.0% | 6,724 | +13.8% | 0.23% | +15.6% |
| Q1 2019 | $623,000 | +32.3% | 5,911 | +16.7% | 0.20% | +15.7% |
| Q4 2018 | $471,000 | -12.3% | 5,065 | +0.8% | 0.17% | -14.0% |
| Q3 2018 | $537,000 | – | 5,027 | – | 0.20% | – |
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% |