ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 304 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $636,695 | -4.1% | 7,817 | -0.9% | 0.11% | -0.9% |
| Q2 2023 | $663,765 | +7.9% | 7,886 | 0.0% | 0.11% | +1.8% |
| Q1 2023 | $615,029 | +16.5% | 7,886 | 0.0% | 0.11% | -7.4% |
| Q3 2022 | $528,000 | -6.9% | 7,886 | 0.0% | 0.12% | +5.2% |
| Q2 2022 | $567,000 | -17.0% | 7,886 | 0.0% | 0.12% | -10.9% |
| Q1 2022 | $683,000 | -6.8% | 7,886 | 0.0% | 0.13% | +41.8% |
| Q4 2021 | $733,000 | +11.7% | 7,886 | 0.0% | 0.09% | -31.1% |
| Q3 2021 | $656,000 | +0.5% | 7,886 | 0.0% | 0.13% | +0.8% |
| Q2 2021 | $653,000 | +8.5% | 7,886 | 0.0% | 0.13% | -0.8% |
| Q1 2021 | $602,000 | +6.7% | 7,886 | 0.0% | 0.13% | -2.9% |
| Q4 2020 | $564,000 | +32.1% | 7,886 | +147.1% | 0.14% | +27.1% |
| Q3 2020 | $427,000 | +13.3% | 3,192 | 0.0% | 0.11% | +7.0% |
| Q2 2020 | $377,000 | +21.2% | 3,192 | 0.0% | 0.10% | +4.2% |
| Q1 2020 | $311,000 | -18.8% | 3,192 | 0.0% | 0.10% | -5.0% |
| Q4 2019 | $383,000 | +42.4% | 3,192 | +28.9% | 0.10% | +21.7% |
| Q3 2019 | $269,000 | +21.2% | 2,476 | +21.9% | 0.08% | +15.3% |
| Q2 2019 | $222,000 | +3.7% | 2,032 | 0.0% | 0.07% | +1.4% |
| Q1 2019 | $214,000 | +5.9% | 2,032 | 0.0% | 0.07% | 0.0% |
| Q4 2018 | $202,000 | – | 2,032 | – | 0.07% | – |
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% |