ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 297 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,913,298 | -12.0% | 23,502 | -9.0% | 0.13% | -8.4% |
Q2 2023 | $2,174,279 | +4.2% | 25,832 | -3.4% | 0.14% | +1.4% |
Q1 2023 | $2,086,233 | -3.2% | 26,750 | -10.9% | 0.14% | -7.8% |
Q4 2022 | $2,155,208 | +6.7% | 30,021 | -0.5% | 0.15% | +2.0% |
Q3 2022 | $2,020,000 | -13.8% | 30,168 | -7.5% | 0.15% | -12.3% |
Q2 2022 | $2,344,000 | +131.6% | 32,603 | +179.0% | 0.17% | +151.5% |
Q1 2022 | $1,012,000 | +98.8% | 11,687 | +113.1% | 0.07% | +65.9% |
Q4 2021 | $509,000 | -4.0% | 5,483 | -13.9% | 0.04% | -10.9% |
Q3 2021 | $530,000 | -56.3% | 6,371 | -56.5% | 0.05% | -57.4% |
Q2 2021 | $1,214,000 | -5.5% | 14,653 | -13.0% | 0.11% | -15.6% |
Q1 2021 | $1,285,000 | -31.7% | 16,834 | -36.0% | 0.13% | -41.8% |
Q4 2020 | $1,882,000 | +37.0% | 26,307 | +145.0% | 0.22% | +20.2% |
Q3 2020 | $1,374,000 | +52.2% | 10,738 | +40.4% | 0.18% | +40.8% |
Q2 2020 | $903,000 | +7.0% | 7,648 | -11.8% | 0.13% | -2.3% |
Q1 2020 | $844,000 | +133.8% | 8,668 | +188.7% | 0.13% | +183.0% |
Q4 2019 | $361,000 | – | 3,002 | – | 0.05% | – |
Download |
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% |