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 | $202,676 | -13.0% | 2,408 | -25.5% | 0.06% | -31.2% |
| Q2 2022 | $233,000 | -37.0% | 3,234 | -24.3% | 0.08% | -27.9% |
| Q1 2022 | $370,000 | -6.8% | 4,274 | 0.0% | 0.11% | -5.9% |
| Q4 2021 | $397,000 | +11.5% | 4,274 | 0.0% | 0.12% | -1.7% |
| Q3 2021 | $356,000 | +0.6% | 4,274 | 0.0% | 0.12% | -2.4% |
| Q2 2021 | $354,000 | +8.6% | 4,274 | 0.0% | 0.12% | -2.4% |
| Q1 2021 | $326,000 | -1.2% | 4,274 | -7.2% | 0.13% | -9.4% |
| Q4 2020 | $330,000 | +11.9% | 4,607 | +100.0% | 0.14% | -1.4% |
| Q3 2020 | $295,000 | +8.5% | 2,304 | 0.0% | 0.14% | -2.1% |
| Q2 2020 | $272,000 | +21.4% | 2,304 | 0.0% | 0.14% | +0.7% |
| Q1 2020 | $224,000 | -19.1% | 2,304 | 0.0% | 0.14% | -5.3% |
| Q4 2019 | $277,000 | +8.2% | 2,304 | 0.0% | 0.15% | -2.6% |
| Q3 2019 | $256,000 | +1.6% | 2,304 | 0.0% | 0.16% | +2.6% |
| Q2 2019 | $252,000 | +3.7% | 2,304 | 0.0% | 0.15% | -4.4% |
| Q1 2019 | $243,000 | +13.6% | 2,304 | 0.0% | 0.16% | +2.6% |
| Q4 2018 | $214,000 | – | 2,304 | – | 0.15% | – |
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% |