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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $352,000 | -18.1% | 4,899 | -1.4% | 0.18% | -9.3% |
| Q1 2022 | $430,000 | -5.3% | 4,969 | +1.6% | 0.19% | -4.9% |
| Q4 2021 | $454,000 | +11.8% | 4,889 | +0.1% | 0.20% | -4.2% |
| Q3 2021 | $406,000 | +0.5% | 4,882 | +0.2% | 0.21% | -2.7% |
| Q2 2021 | $404,000 | +6.9% | 4,874 | -1.5% | 0.22% | -0.9% |
| Q1 2021 | $378,000 | +8.6% | 4,947 | +1.7% | 0.22% | +3.3% |
| Q4 2020 | $348,000 | +11.9% | 4,862 | +100.3% | 0.21% | -3.6% |
| Q3 2020 | $311,000 | +8.7% | 2,427 | +0.2% | 0.22% | -1.3% |
| Q2 2020 | $286,000 | +21.2% | 2,423 | +0.2% | 0.22% | +0.9% |
| Q1 2020 | $236,000 | -11.3% | 2,419 | +9.2% | 0.22% | -16.5% |
| Q4 2019 | $266,000 | -1.8% | 2,215 | -9.4% | 0.27% | +7.7% |
| Q3 2019 | $271,000 | -2.5% | 2,445 | -3.7% | 0.25% | -9.5% |
| Q2 2019 | $278,000 | +4.1% | 2,539 | +0.2% | 0.27% | +16.6% |
| Q1 2019 | $267,000 | +14.1% | 2,533 | +0.4% | 0.24% | +17.5% |
| Q4 2018 | $234,000 | -12.7% | 2,523 | +0.7% | 0.20% | -13.4% |
| Q3 2018 | $268,000 | -1.5% | 2,505 | -7.0% | 0.23% | -20.6% |
| Q2 2018 | $272,000 | -99.9% | 2,694 | -1.9% | 0.29% | +12.8% |
| Q1 2018 | $268,000,000 | – | 2,747 | – | 0.26% | – |
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% |