ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 314 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,089,000 | -6.1% | 24,113 | +0.7% | 0.91% | -0.8% |
| Q4 2021 | $2,224,000 | +11.6% | 23,934 | 0.0% | 0.92% | +9.3% |
| Q3 2021 | $1,992,000 | +0.5% | 23,934 | 0.0% | 0.84% | +5.0% |
| Q2 2021 | $1,982,000 | +8.4% | 23,934 | 0.0% | 0.80% | -3.0% |
| Q1 2021 | $1,828,000 | +6.8% | 23,934 | 0.0% | 0.82% | +3.1% |
| Q4 2020 | $1,712,000 | +11.8% | 23,934 | +100.0% | 0.80% | -0.4% |
| Q3 2020 | $1,531,000 | +8.4% | 11,967 | 0.0% | 0.80% | +3.7% |
| Q2 2020 | $1,412,000 | +21.2% | 11,967 | 0.0% | 0.77% | +10.6% |
| Q1 2020 | $1,165,000 | -19.0% | 11,967 | 0.0% | 0.70% | +12.9% |
| Q4 2019 | $1,438,000 | +8.4% | 11,967 | 0.0% | 0.62% | +1.1% |
| Q3 2019 | $1,327,000 | +1.4% | 11,967 | 0.0% | 0.61% | -1.9% |
| Q2 2019 | $1,309,000 | +4.2% | 11,967 | +0.5% | 0.62% | -6.3% |
| Q1 2019 | $1,256,000 | – | 11,912 | – | 0.67% | – |
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% |