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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $261,000 | +443.8% | 2,960 | +687.2% | 0.06% | +29.2% |
| Q3 2020 | $48,000 | +9.1% | 376 | 0.0% | 0.05% | +11.6% |
| Q2 2020 | $44,000 | -91.9% | 376 | -93.5% | 0.04% | -93.8% |
| Q1 2020 | $542,000 | +1190.5% | 5,813 | +1594.8% | 0.69% | +1582.9% |
| Q4 2019 | $42,000 | -27.6% | 343 | -34.8% | 0.04% | -32.8% |
| Q2 2019 | $58,000 | -59.2% | 526 | -61.0% | 0.06% | -58.8% |
| Q1 2019 | $142,000 | +13.6% | 1,348 | 0.0% | 0.15% | +11.3% |
| Q4 2018 | $125,000 | -13.2% | 1,348 | 0.0% | 0.13% | -4.3% |
| Q3 2018 | $144,000 | +73.5% | 1,348 | +64.0% | 0.14% | +67.5% |
| Q2 2018 | $83,000 | +20.3% | 822 | +15.6% | 0.08% | +38.3% |
| Q1 2018 | $69,000 | – | 711 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gibson Capital, LLC | 58,326 | $3,520,000 | 1.40% |
| Ballentine Partners, LLC | 69,961 | $4,222,000 | 0.57% |
| SHAPIRO ROBERT N | 41,558 | $2,508,000 | 0.53% |
| Sigma Investment Management Co | 8,259 | $498,000 | 0.37% |
| Mariner Wealth Advisors-Madison, LLC | 13,379 | $807,000 | 0.36% |
| Callan Capital, LLC | 10,275 | $620,000 | 0.35% |
| FORBES J M & CO LLP | 19,082 | $1,152,000 | 0.34% |
| Long Wharf Investors, Inc. | 5,245 | $317,000 | 0.31% |
| KMS FINANCIAL SERVICES, INC | 17,245 | $1,041,000 | 0.29% |
| Hilltop Holdings Inc. | 6,464 | $390,000 | 0.26% |