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 | $410,225 | -3.5% | 5,039 | -0.2% | 0.05% | +2.2% |
| Q2 2023 | $424,974 | +4.8% | 5,049 | -2.9% | 0.04% | -6.2% |
| Q1 2023 | $405,470 | -0.0% | 5,199 | -8.0% | 0.05% | -4.0% |
| Q4 2022 | $405,542 | -16.0% | 5,649 | -21.7% | 0.05% | -38.3% |
| Q3 2022 | $483,000 | -6.8% | 7,215 | +0.1% | 0.08% | -5.8% |
| Q2 2022 | $518,000 | +5.9% | 7,209 | +27.6% | 0.09% | +14.7% |
| Q1 2022 | $489,000 | -6.9% | 5,649 | 0.0% | 0.08% | -6.2% |
| Q4 2021 | $525,000 | +17400.0% | 5,649 | +14022.5% | 0.08% | +7900.0% |
| Q3 2021 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | 0.0% | 40 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | +50.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | +100.0% | 20 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | – | 20 | – | 0.00% | – |
Download | ||||||
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% |