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 | $2,962,593 | -1.8% | 36,391 | +1.5% | 1.35% | +0.7% |
| Q2 2023 | $3,016,739 | +8.2% | 35,841 | +0.2% | 1.34% | +0.4% |
| Q1 2023 | $2,788,550 | +9.6% | 35,755 | +0.8% | 1.34% | +0.4% |
| Q4 2022 | $2,545,305 | +13.8% | 35,455 | +6.1% | 1.33% | +4.9% |
| Q3 2022 | $2,237,000 | -7.0% | 33,409 | -0.1% | 1.27% | -3.4% |
| Q2 2022 | $2,406,000 | -16.5% | 33,458 | +0.6% | 1.32% | -8.7% |
| Q1 2022 | $2,882,000 | -6.9% | 33,268 | -0.2% | 1.44% | -1.7% |
| Q4 2021 | $3,097,000 | +10.1% | 33,328 | -1.4% | 1.47% | +1.5% |
| Q3 2021 | $2,813,000 | -3.5% | 33,803 | -3.9% | 1.44% | -4.5% |
| Q2 2021 | $2,914,000 | +7.9% | 35,176 | -0.5% | 1.51% | 0.0% |
| Q1 2021 | $2,700,000 | +19.4% | 35,357 | +11.8% | 1.51% | +10.9% |
| Q4 2020 | $2,262,000 | +20.7% | 31,618 | +115.9% | 1.36% | +2.0% |
| Q3 2020 | $1,874,000 | +26.5% | 14,645 | +16.7% | 1.34% | +15.0% |
| Q2 2020 | $1,481,000 | +89.4% | 12,548 | +56.4% | 1.16% | +54.4% |
| Q1 2020 | $782,000 | -9.2% | 8,025 | +11.9% | 0.75% | +11.2% |
| Q4 2019 | $861,000 | +8.6% | 7,169 | +0.3% | 0.68% | +0.9% |
| Q3 2019 | $793,000 | +0.6% | 7,147 | -0.8% | 0.67% | +0.3% |
| Q2 2019 | $788,000 | +3.8% | 7,204 | +0.2% | 0.67% | -2.0% |
| Q1 2019 | $759,000 | +14.3% | 7,192 | +0.7% | 0.68% | +1.3% |
| Q4 2018 | $664,000 | +30.2% | 7,144 | +49.5% | 0.67% | +49.4% |
| Q3 2018 | $510,000 | – | 4,780 | – | 0.45% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 273,893 | $22,667,361 | 14.29% |
| Francis Financial, Inc. | 136,183 | $11,086,655 | 5.78% |
| HILL ISLAND FINANCIAL LLC | 108,667 | $8,846,586 | 3.52% |
| Laurel Wealth Planning LLC | 43,394 | $3,533 | 2.75% |
| First Affirmative Financial Network | 32,032 | $2,607,716 | 2.55% |
| Mascoma Wealth Management LLC | 97,501 | $7,937,523 | 2.48% |
| McClarren Financial Advisors, Inc. | 30,938 | $2,517 | 2.19% |
| Columbia Trust Co 01012016 | 41,375 | $3,368,339 | 1.95% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,218 | $3,599,787 | 1.49% |
| Fingerlakes Wealth Management, Inc. | 14,733 | $1,199,439 | 1.47% |