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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,230,228 | +10.7% | 31,066 | +3.3% | 0.18% | +1.7% |
| Q3 2022 | $2,014,000 | -7.1% | 30,064 | -0.3% | 0.18% | -3.7% |
| Q2 2022 | $2,167,000 | -17.5% | 30,142 | -0.6% | 0.19% | -8.3% |
| Q1 2022 | $2,626,000 | -6.9% | 30,319 | -0.1% | 0.20% | -4.2% |
| Q4 2021 | $2,820,000 | +10.4% | 30,345 | -1.2% | 0.21% | +2.4% |
| Q3 2021 | $2,555,000 | +1.6% | 30,704 | +1.1% | 0.21% | +1.5% |
| Q2 2021 | $2,516,000 | -2.4% | 30,370 | -10.1% | 0.20% | -9.7% |
| Q1 2021 | $2,579,000 | -48.7% | 33,770 | -50.4% | 0.23% | 0.0% |
| Q4 2020 | $5,031,000 | +119.0% | 68,046 | +279.1% | 0.23% | -1.7% |
| Q3 2020 | $2,297,000 | +0.3% | 17,950 | -7.5% | 0.23% | -5.7% |
| Q2 2020 | $2,289,000 | +81.8% | 19,395 | +50.0% | 0.24% | +51.2% |
| Q1 2020 | $1,259,000 | -24.7% | 12,926 | -7.2% | 0.16% | -12.4% |
| Q4 2019 | $1,672,000 | +6.5% | 13,922 | -1.7% | 0.18% | -2.1% |
| Q3 2019 | $1,570,000 | +0.6% | 14,159 | -0.8% | 0.19% | +2.2% |
| Q2 2019 | $1,560,000 | +3.2% | 14,269 | -0.4% | 0.18% | +5.7% |
| Q1 2019 | $1,511,000 | +12.7% | 14,329 | -0.6% | 0.18% | +1.2% |
| Q4 2018 | $1,341,000 | -9.3% | 14,422 | +4.2% | 0.17% | -1.1% |
| Q3 2018 | $1,479,000 | +9.2% | 13,846 | +3.3% | 0.18% | +4.2% |
| Q2 2018 | $1,354,000 | +0.4% | 13,410 | -2.8% | 0.17% | 0.0% |
| Q1 2018 | $1,348,000 | +1.2% | 13,796 | +1.7% | 0.17% | +5.7% |
| Q4 2017 | $1,332,000 | +4.9% | 13,559 | -0.8% | 0.16% | +0.6% |
| Q3 2017 | $1,270,000 | +4.0% | 13,673 | 0.0% | 0.16% | +1.3% |
| Q2 2017 | $1,221,000 | +4.2% | 13,673 | +1.2% | 0.16% | +2.6% |
| Q1 2017 | $1,172,000 | -9.8% | 13,513 | -14.3% | 0.15% | -24.0% |
| Q4 2016 | $1,299,000 | +1.9% | 15,771 | -0.4% | 0.20% | +4.2% |
| Q3 2016 | $1,275,000 | -33.7% | 15,841 | -36.3% | 0.19% | -35.6% |
| Q2 2016 | $1,923,000 | +1.0% | 24,866 | -0.0% | 0.30% | -2.9% |
| Q1 2016 | $1,904,000 | – | 24,876 | – | 0.31% | – |
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% |