ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 314 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $799,000 | +6.5% | 5,867 | 0.0% | 0.18% | +13.5% |
| Q2 2020 | $750,000 | +23.8% | 5,867 | +16.2% | 0.16% | +6.8% |
| Q4 2019 | $606,000 | -5.6% | 5,048 | -16.1% | 0.15% | -14.1% |
| Q3 2018 | $642,000 | +104.5% | 6,014 | +93.6% | 0.17% | -34.1% |
| Q2 2018 | $314,000 | -16.7% | 3,107 | -19.6% | 0.26% | -8.5% |
| Q1 2018 | $377,000 | -0.8% | 3,863 | 0.0% | 0.28% | -11.6% |
| Q4 2017 | $380,000 | +23.8% | 3,863 | +16.9% | 0.32% | -75.8% |
| Q3 2017 | $307,000 | – | 3,305 | – | 1.32% | – |
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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% |