ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 304 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,603,000 | -1.2% | 12,528 | -8.9% | 0.06% | -50.9% |
| Q2 2020 | $1,623,000 | +21.6% | 13,753 | +0.3% | 0.12% | 0.0% |
| Q1 2020 | $1,335,000 | -18.5% | 13,712 | +0.5% | 0.12% | +5.5% |
| Q4 2019 | $1,638,000 | +8.7% | 13,638 | +0.4% | 0.11% | 0.0% |
| Q3 2019 | $1,507,000 | +343.2% | 13,586 | +337.0% | 0.11% | +340.0% |
| Q2 2019 | $340,000 | -27.8% | 3,109 | -30.4% | 0.02% | -30.6% |
| Q1 2019 | $471,000 | +13.8% | 4,469 | +0.4% | 0.04% | -2.7% |
| Q4 2018 | $414,000 | -27.1% | 4,450 | -16.4% | 0.04% | -21.3% |
| Q3 2018 | $568,000 | +6.2% | 5,321 | +0.4% | 0.05% | -2.1% |
| Q2 2018 | $535,000 | +143.2% | 5,299 | +135.3% | 0.05% | +128.6% |
| Q1 2018 | $220,000 | -0.5% | 2,252 | +0.3% | 0.02% | 0.0% |
| Q4 2017 | $221,000 | +6.8% | 2,245 | +0.7% | 0.02% | -8.7% |
| Q3 2017 | $207,000 | +4.5% | 2,229 | +0.3% | 0.02% | 0.0% |
| Q2 2017 | $198,000 | +2.6% | 2,222 | 0.0% | 0.02% | -14.8% |
| Q1 2017 | $193,000 | -85.5% | 2,222 | -86.2% | 0.03% | -86.4% |
| Q4 2016 | $1,330,000 | +2.5% | 16,140 | +0.1% | 0.20% | -1.5% |
| Q3 2016 | $1,298,000 | +4.1% | 16,123 | 0.0% | 0.20% | -2.9% |
| Q2 2016 | $1,247,000 | +1.1% | 16,123 | +0.0% | 0.21% | -4.6% |
| Q1 2016 | $1,234,000 | +9.4% | 16,115 | +8.2% | 0.22% | +3.8% |
| Q4 2015 | $1,128,000 | – | 14,896 | – | 0.21% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 126,183 | $9,840,996 | 6.67% |
| First Affirmative Financial Network | 53,189 | $4,148,245 | 4.80% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $1,934,932 | 4.04% |
| HILL ISLAND FINANCIAL LLC | 115,140 | $8,925,648 | 3.60% |
| Laurel Wealth Planning LLC | 49,988 | $3,899 | 2.58% |
| Mascoma Wealth Management LLC | 108,639 | $8,511,871 | 2.49% |
| McClarren Financial Advisors, Inc. | 30,867 | $2,405 | 2.19% |
| Columbia Trust Co 01012016 | 40,175 | $3,133,248 | 1.81% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 42,880 | $3,344,211 | 1.62% |
| BigSur Wealth Management LLC | 40,000 | $3,119,600 | 1.46% |