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 2023 | $389 | +8.7% | 5,072 | +10.4% | 0.01% | -44.4% |
| Q1 2023 | $358 | +8.8% | 4,595 | +0.2% | 0.02% | 0.0% |
| Q4 2022 | $329 | -99.9% | 4,586 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $307,000 | -44.6% | 4,586 | -40.5% | 0.02% | -40.0% |
| Q2 2022 | $554,000 | -21.1% | 7,702 | -5.0% | 0.03% | -16.7% |
| Q1 2022 | $702,000 | -7.6% | 8,107 | -0.8% | 0.04% | -5.3% |
| Q4 2021 | $760,000 | +66.3% | 8,174 | +48.9% | 0.04% | +40.7% |
| Q3 2021 | $457,000 | +18.1% | 5,488 | +17.5% | 0.03% | +12.5% |
| Q2 2021 | $387,000 | -41.6% | 4,672 | -49.6% | 0.02% | -56.4% |
| Q4 2020 | $663,000 | – | 9,272 | – | 0.06% | – |
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% |