ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 364 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $232,915 | -3.3% | 2,861 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $240,811 | +7.9% | 2,861 | 0.0% | 0.00% | -20.0% |
Q1 2023 | $223,130 | +8.6% | 2,861 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $205,391 | -11.1% | 2,861 | -17.1% | 0.01% | -28.6% |
Q3 2022 | $231,000 | -6.9% | 3,450 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $248,000 | -17.1% | 3,450 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $299,000 | -6.9% | 3,450 | 0.0% | 0.01% | -22.2% |
Q4 2021 | $321,000 | +12.2% | 3,450 | 0.0% | 0.01% | -10.0% |
Q2 2021 | $286,000 | +8.7% | 3,450 | 0.0% | 0.01% | -9.1% |
Q1 2021 | $263,000 | +6.5% | 3,450 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $247,000 | +11.8% | 3,450 | +100.0% | 0.01% | -8.3% |
Q3 2020 | $221,000 | +8.3% | 1,725 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $204,000 | -13.2% | 1,725 | -11.9% | 0.01% | -20.0% |
Q4 2019 | $235,000 | +8.3% | 1,959 | 0.0% | 0.02% | -6.2% |
Q3 2019 | $217,000 | +1.4% | 1,959 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $214,000 | +3.4% | 1,959 | 0.0% | 0.02% | -5.9% |
Q1 2019 | $207,000 | – | 1,959 | – | 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% |