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 | $8,610,498 | -1.0% | 105,767 | +2.3% | 1.16% | -1.8% |
| Q2 2023 | $8,700,323 | +12.9% | 103,366 | +4.6% | 1.18% | +5.0% |
| Q1 2023 | $7,706,160 | +18.9% | 98,810 | +9.4% | 1.13% | +9.8% |
| Q4 2022 | $6,483,717 | +6.2% | 90,315 | -0.9% | 1.03% | +0.9% |
| Q3 2022 | $6,104,000 | -11.5% | 91,148 | -4.9% | 1.02% | -5.7% |
| Q2 2022 | $6,894,000 | -22.9% | 95,885 | -7.2% | 1.08% | -1.8% |
| Q1 2022 | $8,945,000 | -0.8% | 103,273 | +6.4% | 1.10% | +3.3% |
| Q4 2021 | $9,016,000 | +12.5% | 97,031 | +0.8% | 1.06% | -4.0% |
| Q3 2021 | $8,013,000 | -0.3% | 96,301 | -0.7% | 1.11% | -0.2% |
| Q2 2021 | $8,035,000 | +16.9% | 97,004 | +7.7% | 1.11% | +3.3% |
| Q1 2021 | $6,875,000 | +9.0% | 90,036 | +2.1% | 1.07% | +3.3% |
| Q4 2020 | $6,309,000 | +5.7% | 88,190 | +89.0% | 1.04% | -6.2% |
| Q3 2020 | $5,970,000 | +39.0% | 46,656 | +28.2% | 1.11% | +22.8% |
| Q2 2020 | $4,295,000 | +17.7% | 36,390 | -2.9% | 0.90% | -7.1% |
| Q1 2020 | $3,649,000 | -2.4% | 37,465 | +20.4% | 0.97% | +13.6% |
| Q4 2019 | $3,737,000 | +46.3% | 31,109 | +35.1% | 0.86% | +35.0% |
| Q3 2019 | $2,554,000 | +20.9% | 23,027 | +19.2% | 0.63% | +12.0% |
| Q2 2019 | $2,113,000 | +156.7% | 19,320 | +71.7% | 0.57% | +2.0% |
| Q2 2014 | $823,000 | – | 11,251 | – | 0.56% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 126,183 | $9,840,996 | 6.67% |
| First Affirmative Financial Network | 53,189 | $4,148,245 | 4.80% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $1,934,932 | 4.04% |
| HILL ISLAND FINANCIAL LLC | 115,140 | $8,925,648 | 3.60% |
| Laurel Wealth Planning LLC | 49,988 | $3,899 | 2.58% |
| Mascoma Wealth Management LLC | 108,639 | $8,511,871 | 2.49% |
| McClarren Financial Advisors, Inc. | 30,867 | $2,405 | 2.19% |
| Columbia Trust Co 01012016 | 40,175 | $3,133,248 | 1.81% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 42,880 | $3,344,211 | 1.62% |
| BigSur Wealth Management LLC | 40,000 | $3,119,600 | 1.46% |