ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 304 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $55,277 | -3.3% | 679 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $57,151 | +107732.1% | 679 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $53 | +8.2% | 679 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $49 | -99.2% | 679 | +654.4% | 0.02% | +380.0% |
| Q3 2022 | $6,000 | -95.6% | 90 | -95.2% | 0.01% | -91.1% |
| Q2 2022 | $135,000 | -17.2% | 1,879 | 0.0% | 0.06% | -11.1% |
| Q1 2022 | $163,000 | -1.8% | 1,879 | +5.0% | 0.06% | -12.5% |
| Q4 2021 | $166,000 | +31.7% | 1,789 | +18.2% | 0.07% | +24.1% |
| Q3 2021 | $126,000 | +0.8% | 1,514 | 0.0% | 0.06% | -3.3% |
| Q2 2021 | $125,000 | +13.6% | 1,514 | +5.6% | 0.06% | +20.0% |
| Q1 2021 | $110,000 | +7.8% | 1,434 | 0.0% | 0.05% | +6.4% |
| Q4 2020 | $102,000 | +10.9% | 1,434 | +100.0% | 0.05% | -9.6% |
| Q3 2020 | $92,000 | +8.2% | 717 | 0.0% | 0.05% | -1.9% |
| Q2 2020 | $85,000 | +6.2% | 717 | +7.8% | 0.05% | +1.9% |
| Q4 2019 | $80,000 | – | 665 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 126,183 | $9,840,996 | 6.67% |
| First Affirmative Financial Network | 53,189 | $4,148,245 | 4.80% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $1,934,932 | 4.04% |
| HILL ISLAND FINANCIAL LLC | 115,140 | $8,925,648 | 3.60% |
| Laurel Wealth Planning LLC | 49,988 | $3,899 | 2.58% |
| Mascoma Wealth Management LLC | 108,639 | $8,511,871 | 2.49% |
| McClarren Financial Advisors, Inc. | 30,867 | $2,405 | 2.19% |
| Columbia Trust Co 01012016 | 40,175 | $3,133,248 | 1.81% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 42,880 | $3,344,211 | 1.62% |
| BigSur Wealth Management LLC | 40,000 | $3,119,600 | 1.46% |