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 2021 | $761,000 | +67.6% | 8,188 | +50.2% | 0.05% | +42.9% |
| Q3 2021 | $454,000 | +63.3% | 5,452 | +62.5% | 0.04% | +59.1% |
| Q2 2021 | $278,000 | +70.6% | 3,356 | +56.9% | 0.02% | +57.1% |
| Q1 2021 | $163,000 | +5.8% | 2,139 | -0.4% | 0.01% | -6.7% |
| Q4 2020 | $154,000 | -13.5% | 2,147 | +54.7% | 0.02% | -21.1% |
| Q3 2020 | $178,000 | +63.3% | 1,388 | +23.5% | 0.02% | +35.7% |
| Q1 2020 | $109,000 | -19.3% | 1,124 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $135,000 | +8.0% | 1,124 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $125,000 | +1.6% | 1,124 | -0.3% | 0.01% | +7.7% |
| Q2 2019 | $123,000 | +32.3% | 1,127 | +12.9% | 0.01% | -31.6% |
| Q4 2018 | $93,000 | +4550.0% | 998 | +5152.6% | 0.02% | +1800.0% |
| Q3 2017 | $2,000 | -100.0% | 19 | -86.8% | 0.00% | -66.7% |
| Q2 2017 | $13,000,000 | -45.8% | 144 | -47.4% | 0.00% | -57.1% |
| Q1 2017 | $24,000,000 | +4.3% | 274 | 0.0% | 0.01% | +75.0% |
| Q4 2016 | $23,000,000 | +104445.5% | 274 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $22,000 | -47.6% | 274 | -54.3% | 0.00% | -73.3% |
| Q3 2015 | $42,000 | -6.7% | 600 | 0.0% | 0.02% | -6.2% |
| Q2 2015 | $45,000 | -2.2% | 600 | 0.0% | 0.02% | +6.7% |
| Q1 2015 | $46,000 | 0.0% | 600 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $46,000 | +4.5% | 600 | 0.0% | 0.02% | +66.7% |
| Q3 2014 | $44,000 | – | 600 | – | 0.01% | – |
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% |