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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $564,000 | +8.3% | 4,699 | +0.0% | 0.06% | +1.7% |
| Q3 2019 | $521,000 | +1.6% | 4,697 | +0.1% | 0.06% | 0.0% |
| Q2 2019 | $513,000 | +3.0% | 4,693 | -0.6% | 0.06% | -4.8% |
| Q1 2019 | $498,000 | +28.7% | 4,720 | +13.4% | 0.06% | +17.0% |
| Q4 2018 | $387,000 | -20.5% | 4,162 | -8.7% | 0.05% | -1.9% |
| Q3 2018 | $487,000 | +5.4% | 4,558 | 0.0% | 0.05% | -3.6% |
| Q2 2018 | $462,000 | +13.0% | 4,558 | +8.8% | 0.06% | +5.7% |
| Q1 2018 | $409,000 | +1.7% | 4,188 | +2.5% | 0.05% | -3.6% |
| Q4 2017 | $402,000 | – | 4,087 | – | 0.06% | – |
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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% |