ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 318 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $379,000 | -13.7% | 5,185 | -2.2% | 0.02% | -5.9% |
| Q1 2022 | $439,000 | -30.1% | 5,303 | -22.9% | 0.02% | -29.2% |
| Q4 2021 | $628,000 | +7.5% | 6,880 | -0.6% | 0.02% | -7.7% |
| Q3 2021 | $584,000 | 0.0% | 6,924 | -0.5% | 0.03% | -7.1% |
| Q2 2021 | $584,000 | +21.7% | 6,960 | +13.5% | 0.03% | 0.0% |
| Q1 2021 | $480,000 | +7.1% | 6,132 | 0.0% | 0.03% | -3.4% |
| Q4 2020 | $448,000 | +14.6% | 6,132 | +100.0% | 0.03% | -66.3% |
| Q3 2020 | $391,000 | +6.5% | 3,066 | 0.0% | 0.09% | +168.8% |
| Q2 2020 | $367,000 | +56.8% | 3,066 | +22.2% | 0.03% | +18.5% |
| Q1 2020 | $234,000 | – | 2,508 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 237,094 | $19,844,749 | 13.03% |
| Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
| First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
| HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
| Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
| Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
| McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
| Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |