ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 364 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $755,000 | -0.1% | 9,890 | -6.5% | 0.14% | -4.9% |
| Q4 2020 | $756,000 | +11.8% | 10,579 | +100.0% | 0.14% | -1.4% |
| Q3 2020 | $676,000 | +8.3% | 5,289 | 0.0% | 0.15% | +0.7% |
| Q2 2020 | $624,000 | +21.2% | 5,289 | +0.0% | 0.14% | +4.3% |
| Q1 2020 | $515,000 | -30.4% | 5,288 | -20.8% | 0.14% | -22.3% |
| Q3 2019 | $740,000 | -4.0% | 6,678 | -5.4% | 0.18% | -5.8% |
| Q2 2019 | $771,000 | +0.4% | 7,056 | -3.1% | 0.19% | -5.0% |
| Q1 2019 | $768,000 | -19.2% | 7,282 | -28.9% | 0.20% | -27.8% |
| Q4 2018 | $951,000 | -18.4% | 10,236 | -6.2% | 0.28% | -19.5% |
| Q3 2018 | $1,165,000 | +13.1% | 10,916 | +7.0% | 0.34% | +7.5% |
| Q2 2018 | $1,030,000 | +40.9% | 10,206 | +36.4% | 0.32% | +36.8% |
| Q1 2018 | $731,000 | -69.1% | 7,484 | -71.7% | 0.23% | -44.3% |
| Q4 2017 | $2,369,000 | +26.1% | 26,477 | +30.9% | 0.42% | -34.9% |
| Q3 2017 | $1,878,000 | +4.4% | 20,230 | +0.4% | 0.64% | -5.4% |
| Q2 2017 | $1,798,000 | +2.9% | 20,140 | 0.0% | 0.68% | +1.5% |
| Q1 2017 | $1,747,000 | -30.3% | 20,140 | -33.8% | 0.67% | -33.2% |
| Q4 2016 | $2,507,000 | -0.4% | 30,435 | -2.7% | 1.01% | -13.8% |
| Q3 2016 | $2,518,000 | -12.5% | 31,275 | -15.9% | 1.17% | -22.9% |
| Q2 2016 | $2,878,000 | -7.8% | 37,208 | -8.8% | 1.51% | -9.5% |
| Q1 2016 | $3,123,000 | +8.1% | 40,798 | +6.8% | 1.67% | +2.1% |
| Q4 2015 | $2,890,000 | -19.5% | 38,185 | -24.6% | 1.64% | -23.0% |
| Q3 2015 | $3,592,000 | -3.2% | 50,630 | +3.8% | 2.13% | -11.5% |
| Q2 2015 | $3,709,000 | +1.5% | 48,758 | +3.1% | 2.40% | +1.8% |
| Q1 2015 | $3,653,000 | -0.1% | 47,298 | -1.0% | 2.36% | -2.0% |
| Q4 2014 | $3,657,000 | +0.9% | 47,753 | -3.3% | 2.41% | -15.9% |
| Q3 2014 | $3,624,000 | – | 49,392 | – | 2.86% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |