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 | $260,675 | -3.3% | 3,202 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $269,512 | +7.9% | 3,202 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $249,724 | +8.6% | 3,202 | 0.0% | 0.01% | +12.5% |
| Q4 2022 | $229,872 | +4.0% | 3,202 | -3.1% | 0.01% | -20.0% |
| Q3 2022 | $221,000 | -6.8% | 3,303 | 0.0% | 0.01% | +42.9% |
| Q2 2022 | $237,000 | -17.1% | 3,303 | 0.0% | 0.01% | -58.8% |
| Q1 2022 | $286,000 | -6.8% | 3,303 | 0.0% | 0.02% | -43.3% |
| Q4 2021 | $307,000 | +11.6% | 3,303 | 0.0% | 0.03% | +3.4% |
| Q3 2021 | $275,000 | +0.4% | 3,303 | 0.0% | 0.03% | +11.5% |
| Q2 2021 | $274,000 | +9.6% | 3,303 | +1.0% | 0.03% | 0.0% |
| Q1 2021 | $250,000 | +6.8% | 3,270 | 0.0% | 0.03% | +13.0% |
| Q4 2020 | $234,000 | +12.0% | 3,270 | +100.0% | 0.02% | +21.1% |
| Q3 2020 | $209,000 | – | 1,635 | – | 0.02% | – |
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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% |