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 | $3,163,087 | -5.5% | 38,854 | -2.3% | 0.94% | +0.2% |
| Q2 2023 | $3,348,433 | +1.9% | 39,782 | -5.6% | 0.93% | -0.2% |
| Q1 2023 | $3,286,872 | +9.2% | 42,145 | +0.5% | 0.94% | +14.0% |
| Q4 2022 | $3,010,181 | +7.4% | 41,930 | +0.1% | 0.82% | +13.1% |
| Q3 2022 | $2,804,000 | -1.1% | 41,871 | +6.2% | 0.72% | +2.3% |
| Q2 2022 | $2,834,000 | -14.5% | 39,422 | +3.0% | 0.71% | -1.7% |
| Q1 2022 | $3,316,000 | -4.2% | 38,286 | +2.8% | 0.72% | -2.2% |
| Q4 2021 | $3,461,000 | +11.1% | 37,245 | -0.5% | 0.74% | +4.4% |
| Q3 2021 | $3,115,000 | +1.8% | 37,435 | +1.3% | 0.71% | +0.9% |
| Q2 2021 | $3,061,000 | +4.2% | 36,951 | -4.0% | 0.70% | -1.4% |
| Q1 2021 | $2,939,000 | +14.4% | 38,485 | +7.1% | 0.71% | +8.1% |
| Q4 2020 | $2,570,000 | +23.6% | 35,924 | +121.0% | 0.66% | +9.3% |
| Q3 2020 | $2,080,000 | +23.6% | 16,254 | +14.0% | 0.60% | +18.5% |
| Q2 2020 | $1,683,000 | +28.8% | 14,263 | +6.3% | 0.51% | +14.2% |
| Q1 2020 | $1,307,000 | -13.6% | 13,423 | +6.6% | 0.44% | +6.2% |
| Q4 2019 | $1,512,000 | +117.6% | 12,589 | +101.0% | 0.42% | +109.0% |
| Q3 2019 | $695,000 | +73.3% | 6,263 | +70.6% | 0.20% | +72.4% |
| Q2 2019 | $401,000 | +5.0% | 3,671 | +1.4% | 0.12% | -2.5% |
| Q1 2019 | $382,000 | +1.6% | 3,620 | -10.5% | 0.12% | -9.8% |
| Q4 2018 | $376,000 | -11.9% | 4,044 | +1.2% | 0.13% | -12.0% |
| Q3 2018 | $427,000 | +6.0% | 3,995 | 0.0% | 0.15% | -3.8% |
| Q2 2018 | $403,000 | +7.2% | 3,995 | +3.9% | 0.16% | +5.4% |
| Q1 2018 | $376,000 | -4.1% | 3,844 | -3.8% | 0.15% | -4.5% |
| Q4 2017 | $392,000 | +5.7% | 3,994 | 0.0% | 0.16% | +0.6% |
| Q3 2017 | $371,000 | +3.9% | 3,994 | 0.0% | 0.15% | -0.6% |
| Q2 2017 | $357,000 | -3.8% | 3,994 | -6.5% | 0.16% | -10.9% |
| Q1 2017 | $371,000 | +5.1% | 4,273 | -0.2% | 0.17% | +0.6% |
| Q4 2016 | $353,000 | 0.0% | 4,283 | -2.3% | 0.17% | -2.3% |
| Q3 2016 | $353,000 | +4.1% | 4,382 | 0.0% | 0.18% | +1.7% |
| Q2 2016 | $339,000 | +10.4% | 4,382 | +9.3% | 0.17% | +7.4% |
| Q1 2016 | $307,000 | -3.8% | 4,009 | -4.7% | 0.16% | -10.5% |
| Q4 2015 | $319,000 | -2.1% | 4,208 | -8.4% | 0.18% | -3.2% |
| Q3 2015 | $326,000 | -6.9% | 4,595 | 0.0% | 0.19% | -7.0% |
| Q2 2015 | $350,000 | – | 4,595 | – | 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% |