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 2021 | $385,000 | +12.2% | 4,630 | +11.7% | 0.22% | +12.5% |
| Q2 2021 | $343,000 | +12.5% | 4,146 | +3.9% | 0.19% | +4.3% |
| Q1 2021 | $305,000 | -13.8% | 3,990 | -19.3% | 0.18% | -22.4% |
| Q4 2020 | $354,000 | +13.1% | 4,946 | +102.0% | 0.24% | -0.8% |
| Q3 2020 | $313,000 | +8.7% | 2,448 | +0.2% | 0.24% | +0.4% |
| Q2 2020 | $288,000 | +20.0% | 2,443 | -1.0% | 0.24% | -0.4% |
| Q1 2020 | $240,000 | -19.7% | 2,467 | -0.7% | 0.24% | +4.4% |
| Q4 2019 | $299,000 | +9.5% | 2,485 | +0.9% | 0.23% | +4.1% |
| Q3 2019 | $273,000 | -6.2% | 2,463 | -7.5% | 0.22% | -6.4% |
| Q2 2019 | $291,000 | -10.7% | 2,663 | -13.7% | 0.24% | -16.7% |
| Q1 2019 | $326,000 | +15.6% | 3,086 | +1.9% | 0.28% | -14.5% |
| Q4 2018 | $282,000 | -9.6% | 3,027 | +3.5% | 0.33% | +4.1% |
| Q3 2018 | $312,000 | +22.8% | 2,924 | +16.4% | 0.32% | +35.5% |
| Q2 2018 | $254,000 | +14.9% | 2,513 | +11.0% | 0.23% | +11.4% |
| Q1 2018 | $221,000 | – | 2,263 | – | 0.21% | – |
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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% |