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 | $30,115 | -3.3% | 370 | 0.0% | 0.00% | -25.0% |
| Q2 2023 | $31,136 | -60.7% | 370 | -63.6% | 0.00% | -55.6% |
| Q1 2023 | $79,257 | +6.8% | 1,016 | -1.7% | 0.01% | +12.5% |
| Q4 2022 | $74,206 | -53.3% | 1,034 | -56.3% | 0.01% | -55.6% |
| Q3 2022 | $159,000 | -8.6% | 2,367 | -2.2% | 0.02% | 0.0% |
| Q2 2022 | $174,000 | -18.3% | 2,420 | -1.4% | 0.02% | -10.0% |
| Q1 2022 | $213,000 | -6.2% | 2,455 | +0.5% | 0.02% | -4.8% |
| Q4 2021 | $227,000 | -3.4% | 2,443 | -13.5% | 0.02% | -4.5% |
| Q3 2021 | $235,000 | +0.4% | 2,823 | +0.0% | 0.02% | 0.0% |
| Q2 2021 | $234,000 | +57.0% | 2,822 | +45.0% | 0.02% | +37.5% |
| Q1 2021 | $149,000 | +9.6% | 1,946 | +2.5% | 0.02% | +6.7% |
| Q4 2020 | $136,000 | +12.4% | 1,899 | +100.7% | 0.02% | -11.8% |
| Q3 2020 | $121,000 | +9.0% | 946 | +0.5% | 0.02% | +6.2% |
| Q2 2020 | $111,000 | +14.4% | 941 | -6.0% | 0.02% | -5.9% |
| Q1 2020 | $97,000 | -19.2% | 1,001 | 0.0% | 0.02% | -15.0% |
| Q4 2019 | $120,000 | – | 1,001 | – | 0.02% | – |
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% |