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 ↓ |
|---|---|---|---|
| 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% |