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 2022 | $10,972,000 | -14.6% | 163,827 | -8.3% | 0.31% | -14.7% |
| Q2 2022 | $12,849,000 | +137.0% | 178,704 | +185.5% | 0.36% | +181.2% |
| Q1 2022 | $5,422,000 | +110.3% | 62,600 | +125.6% | 0.13% | +93.9% |
| Q4 2021 | $2,578,000 | +72.2% | 27,743 | +54.2% | 0.07% | +46.7% |
| Q3 2021 | $1,497,000 | -51.2% | 17,991 | -51.4% | 0.04% | -58.7% |
| Q2 2021 | $3,065,000 | +10.5% | 37,002 | +1.9% | 0.11% | -22.1% |
| Q1 2021 | $2,774,000 | +15.4% | 36,326 | +8.1% | 0.14% | -21.8% |
| Q4 2020 | $2,404,000 | +43.9% | 33,602 | +157.3% | 0.18% | +18.5% |
| Q3 2020 | $1,671,000 | +24.2% | 13,059 | +14.6% | 0.15% | -25.6% |
| Q2 2020 | $1,345,000 | – | 11,395 | – | 0.20% | – |
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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% |