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 | $171,857 | -7.6% | 2,111 | -4.4% | 0.04% | -2.3% |
| Q2 2023 | $185,932 | +7.9% | 2,209 | 0.0% | 0.04% | +4.8% |
| Q1 2023 | $172,280 | -4.3% | 2,209 | -11.9% | 0.04% | -6.7% |
| Q4 2022 | $180,049 | +7.2% | 2,508 | 0.0% | 0.04% | +4.7% |
| Q3 2022 | $168,000 | -3.4% | 2,508 | +3.9% | 0.04% | -2.3% |
| Q2 2022 | $174,000 | -16.7% | 2,415 | 0.0% | 0.04% | -12.0% |
| Q1 2022 | $209,000 | -6.7% | 2,415 | 0.0% | 0.05% | -5.7% |
| Q4 2021 | $224,000 | +11.4% | 2,415 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $201,000 | +0.5% | 2,415 | 0.0% | 0.05% | -3.6% |
| Q2 2021 | $200,000 | +19.8% | 2,415 | +1946.6% | 0.06% | +10.0% |
| Q1 2021 | $167,000 | +6.4% | 118 | -94.6% | 0.05% | -5.7% |
| Q4 2020 | $157,000 | – | 2,192 | – | 0.05% | – |
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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% |