ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 314 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $870,599 | -4.4% | 10,694 | -1.1% | 0.00% | 0.0% |
| Q2 2023 | $910,299 | +3.0% | 10,815 | -4.5% | 0.00% | 0.0% |
| Q1 2023 | $883,471 | +109105.3% | 11,328 | +0.5% | 0.00% | 0.0% |
| Q4 2022 | $809 | -99.9% | 11,275 | -8.5% | 0.00% | 0.0% |
| Q3 2022 | $825,000 | -6.9% | 12,323 | -0.0% | 0.00% | 0.0% |
| Q2 2022 | $886,000 | -19.9% | 12,326 | -3.5% | 0.00% | -33.3% |
| Q1 2022 | $1,106,000 | -6.7% | 12,768 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $1,185,000 | +12.5% | 12,749 | +0.8% | 0.00% | 0.0% |
| Q3 2021 | $1,053,000 | -0.7% | 12,653 | -1.2% | 0.00% | 0.0% |
| Q2 2021 | $1,060,000 | +9.4% | 12,802 | +0.9% | 0.00% | 0.0% |
| Q1 2021 | $969,000 | +26.7% | 12,687 | +18.6% | 0.00% | +50.0% |
| Q4 2020 | $765,000 | +16.4% | 10,697 | +108.4% | 0.00% | 0.0% |
| Q3 2020 | $657,000 | +4.3% | 5,133 | -3.8% | 0.00% | 0.0% |
| Q2 2020 | $630,000 | +21.4% | 5,334 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $519,000 | -11.0% | 5,334 | +10.0% | 0.00% | 0.0% |
| Q4 2019 | $583,000 | +6.8% | 4,849 | -1.4% | 0.00% | 0.0% |
| Q3 2019 | $546,000 | -3.2% | 4,920 | -4.6% | 0.00% | 0.0% |
| Q2 2019 | $564,000 | -8.4% | 5,155 | -11.8% | 0.00% | -50.0% |
| Q1 2019 | $616,000 | -13.0% | 5,844 | -23.2% | 0.00% | -20.0% |
| Q4 2018 | $708,000 | -7.1% | 7,613 | +7.0% | 0.01% | 0.0% |
| Q3 2018 | $762,000 | +7.2% | 7,115 | +1.0% | 0.01% | 0.0% |
| Q2 2018 | $711,000 | -0.1% | 7,043 | -3.4% | 0.01% | 0.0% |
| Q1 2018 | $712,000 | +69.1% | 7,289 | +70.1% | 0.01% | +66.7% |
| Q4 2017 | $421,000 | +102.4% | 4,286 | +91.8% | 0.00% | +50.0% |
| Q3 2017 | $208,000 | – | 2,235 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 254,829 | $22,073,000 | 5.80% |
| First Affirmative Financial Network | 55,175 | $4,779,000 | 4.58% |
| HILL ISLAND FINANCIAL LLC | 137,447 | $11,906,000 | 4.38% |
| Laurel Wealth Planning LLC | 72,856 | $6,311,000 | 4.26% |
| Prostatis Group LLC | 51,616 | $4,471,010 | 3.58% |
| Financial Insights, Inc. | 38,100 | $3,300,000 | 3.03% |
| Mascoma Wealth Management LLC | 102,278 | $8,859,000 | 2.82% |
| One Capital Management, LLC | 525,489 | $45,516,000 | 2.41% |
| Cribstone Capital Management, LLC | 44,370 | $3,843,000 | 2.10% |
| McClarren Financial Advisors, Inc. | 30,766 | $2,664,000 | 1.93% |