ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 287 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $160,102 | -2.9% | 1,959 | 0.0% | 0.02% | -3.8% |
| Q2 2023 | $164,889 | +6.3% | 1,959 | -1.5% | 0.03% | -36.6% |
| Q1 2023 | $155,044 | +9.4% | 1,988 | +0.7% | 0.04% | -25.5% |
| Q4 2022 | $141,785 | +54.1% | 1,975 | +78.6% | 0.06% | +17.0% |
| Q3 2021 | $92,000 | -8.0% | 1,106 | -8.2% | 0.05% | -11.3% |
| Q2 2021 | $100,000 | +1900.0% | 1,205 | +2463.8% | 0.05% | +1225.0% |
| Q1 2020 | $5,000 | – | 47 | – | 0.00% | – |
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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% |