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 2023 | $4,265,179 | -19.0% | 52,391 | -16.3% | 0.20% | -16.9% |
| Q2 2023 | $5,266,461 | -24.2% | 62,569 | -29.7% | 0.24% | -21.1% |
| Q1 2023 | $6,946,281 | +41.1% | 89,066 | +29.9% | 0.30% | +27.2% |
| Q4 2022 | $4,921,535 | -0.8% | 68,555 | -7.5% | 0.24% | -17.0% |
| Q3 2022 | $4,962,000 | +14.0% | 74,092 | +22.3% | 0.28% | +7.6% |
| Q2 2022 | $4,354,000 | -7.8% | 60,561 | +11.1% | 0.26% | -8.4% |
| Q1 2022 | $4,723,000 | +81.5% | 54,520 | +94.7% | 0.29% | +84.0% |
| Q4 2021 | $2,602,000 | +78.6% | 28,004 | +59.9% | 0.16% | +64.2% |
| Q3 2021 | $1,457,000 | -12.9% | 17,512 | -13.3% | 0.10% | -15.2% |
| Q2 2021 | $1,673,000 | +15.3% | 20,198 | +6.3% | 0.11% | +6.7% |
| Q1 2021 | $1,451,000 | +39.8% | 19,003 | +31.0% | 0.10% | +14.1% |
| Q4 2020 | $1,038,000 | +86.0% | 14,503 | +232.5% | 0.09% | +50.8% |
| Q3 2020 | $558,000 | +29.5% | 4,362 | +19.4% | 0.06% | +13.0% |
| Q2 2020 | $431,000 | +56.2% | 3,654 | +28.8% | 0.05% | +35.0% |
| Q1 2020 | $276,000 | -11.0% | 2,838 | +10.0% | 0.04% | +2.6% |
| Q4 2019 | $310,000 | +9.5% | 2,581 | +1.2% | 0.04% | -4.9% |
| Q3 2019 | $283,000 | +1.4% | 2,551 | 0.0% | 0.04% | -6.8% |
| Q2 2019 | $279,000 | +4.9% | 2,551 | +1.3% | 0.04% | -2.2% |
| Q1 2019 | $266,000 | +119.8% | 2,519 | +93.9% | 0.04% | +95.7% |
| Q4 2018 | $121,000 | -24.4% | 1,299 | -13.3% | 0.02% | -20.7% |
| Q3 2018 | $160,000 | +11.1% | 1,499 | +5.4% | 0.03% | +3.6% |
| Q2 2018 | $144,000 | -22.6% | 1,422 | -25.1% | 0.03% | -33.3% |
| Q1 2018 | $186,000 | +32.9% | 1,899 | +33.5% | 0.04% | +16.7% |
| Q4 2017 | $140,000 | – | 1,422 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 254,829 | $22,073,000 | 5.80% |
| First Affirmative Financial Network | 55,175 | $4,779,000 | 4.58% |
| HILL ISLAND FINANCIAL LLC | 137,447 | $11,906,000 | 4.38% |
| Laurel Wealth Planning LLC | 72,856 | $6,311,000 | 4.26% |
| Prostatis Group LLC | 51,616 | $4,471,010 | 3.58% |
| Financial Insights, Inc. | 38,100 | $3,300,000 | 3.03% |
| Mascoma Wealth Management LLC | 102,278 | $8,859,000 | 2.82% |
| One Capital Management, LLC | 525,489 | $45,516,000 | 2.41% |
| Cribstone Capital Management, LLC | 44,370 | $3,843,000 | 2.10% |
| McClarren Financial Advisors, Inc. | 30,766 | $2,664,000 | 1.93% |