ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 349 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $133,960 | +7.2% | 1,866 | 0.0% | 0.05% | -22.9% |
| Q3 2022 | $125,000 | -6.7% | 1,866 | 0.0% | 0.07% | -2.8% |
| Q2 2022 | $134,000 | -17.3% | 1,866 | 0.0% | 0.07% | -8.9% |
| Q1 2022 | $162,000 | -6.4% | 1,866 | 0.0% | 0.08% | +9.7% |
| Q4 2021 | $173,000 | +11.6% | 1,866 | 0.0% | 0.07% | +7.5% |
| Q3 2021 | $155,000 | 0.0% | 1,866 | 0.0% | 0.07% | +1.5% |
| Q2 2021 | $155,000 | +5.4% | 1,866 | -3.2% | 0.07% | 0.0% |
| Q1 2021 | $147,000 | +6.5% | 1,928 | 0.0% | 0.07% | -8.3% |
| Q4 2020 | $138,000 | +12.2% | 1,928 | +100.0% | 0.07% | +1.4% |
| Q3 2020 | $123,000 | +7.9% | 964 | 0.0% | 0.07% | +14.5% |
| Q2 2020 | $114,000 | +21.3% | 964 | 0.0% | 0.06% | -4.6% |
| Q1 2020 | $94,000 | -19.0% | 964 | 0.0% | 0.06% | +1.6% |
| Q4 2019 | $116,000 | – | 964 | – | 0.06% | – |
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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% |