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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,127,691 | -4.8% | 13,852 | -1.6% | 0.13% | +3.9% |
| Q2 2023 | $1,184,693 | +12.1% | 14,075 | +3.8% | 0.13% | +12.2% |
| Q1 2023 | $1,057,076 | +19.6% | 13,554 | +10.1% | 0.12% | +16.2% |
| Q4 2022 | $883,950 | +15.1% | 12,313 | +7.4% | 0.10% | +5.3% |
| Q3 2022 | $768,000 | -6.8% | 11,465 | 0.0% | 0.09% | -1.1% |
| Q2 2022 | $824,000 | -9.7% | 11,465 | +8.7% | 0.10% | +11.8% |
| Q1 2022 | $913,000 | +9.6% | 10,545 | +17.7% | 0.08% | +16.4% |
| Q4 2021 | $833,000 | -4.4% | 8,960 | -14.4% | 0.07% | -13.1% |
| Q3 2021 | $871,000 | -0.8% | 10,470 | -1.3% | 0.08% | +12.0% |
| Q2 2021 | $878,000 | +11.3% | 10,605 | +2.6% | 0.08% | +13.6% |
| Q1 2021 | $789,000 | -5.3% | 10,335 | -11.2% | 0.07% | 0.0% |
| Q4 2020 | $833,000 | +28.4% | 11,645 | +129.7% | 0.07% | +29.4% |
| Q3 2020 | $649,000 | +16.5% | 5,070 | +7.4% | 0.05% | +34.2% |
| Q2 2020 | $557,000 | +57.3% | 4,720 | +30.0% | 0.04% | -13.6% |
| Q1 2020 | $354,000 | -30.0% | 3,630 | -14.0% | 0.04% | -21.4% |
| Q4 2019 | $506,000 | +36.0% | 4,220 | +25.6% | 0.06% | +14.3% |
| Q3 2019 | $372,000 | +3.0% | 3,360 | +1.7% | 0.05% | +4.3% |
| Q2 2019 | $361,000 | +19.1% | 3,305 | +1.5% | 0.05% | 0.0% |
| Q4 2018 | $303,000 | +22.2% | 3,255 | +40.0% | 0.05% | +42.4% |
| Q3 2018 | $248,000 | +20.4% | 2,325 | +14.0% | 0.03% | +10.0% |
| Q2 2018 | $206,000 | – | 2,040 | – | 0.03% | – |
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% |