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 2023 | $413,807 | -3.3% | 5,083 | 0.0% | 0.12% | -10.1% |
| Q2 2023 | $427,836 | +7.9% | 5,083 | 0.0% | 0.13% | +4.9% |
| Q1 2023 | $396,423 | +8.6% | 5,083 | 0.0% | 0.12% | +3.4% |
| Q4 2022 | $364,909 | +7.3% | 5,083 | 0.0% | 0.12% | -0.8% |
| Q3 2022 | $340,000 | -6.8% | 5,083 | 0.0% | 0.12% | -4.0% |
| Q2 2022 | $365,000 | -5.9% | 5,083 | +13.4% | 0.12% | +10.6% |
| Q1 2022 | $388,000 | -0.8% | 4,481 | 0.0% | 0.11% | +9.7% |
| Q4 2021 | $391,000 | +4.8% | 4,481 | 0.0% | 0.10% | -8.8% |
| Q3 2021 | $373,000 | +0.5% | 4,481 | 0.0% | 0.11% | -1.7% |
| Q2 2021 | $371,000 | +8.5% | 4,481 | 0.0% | 0.12% | +1.8% |
| Q1 2021 | $342,000 | +10.3% | 4,481 | +9.1% | 0.11% | +9.7% |
| Q4 2020 | $310,000 | -36.2% | 4,109 | +8.0% | 0.10% | +2.0% |
| Q3 2020 | $486,000 | +8.0% | 3,806 | 0.0% | 0.10% | +3.1% |
| Q2 2020 | $450,000 | +96.5% | 3,806 | +100.0% | 0.10% | +5.4% |
| Q4 2019 | $229,000 | -45.0% | 1,903 | -49.2% | 0.09% | +6.9% |
| Q3 2019 | $416,000 | +1.0% | 3,746 | 0.0% | 0.09% | +2.4% |
| Q2 2019 | $412,000 | – | 3,746 | – | 0.08% | – |
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% |