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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $229,000 | -6.9% | 2,648 | 0.0% | 0.01% | -21.4% |
| Q4 2021 | $246,000 | +11.8% | 2,648 | 0.0% | 0.01% | -30.0% |
| Q3 2021 | $220,000 | +0.5% | 2,648 | 0.0% | 0.02% | -13.0% |
| Q2 2021 | $219,000 | +8.4% | 2,648 | 0.0% | 0.02% | -25.8% |
| Q1 2021 | $202,000 | -24.9% | 2,648 | -29.5% | 0.03% | -47.5% |
| Q4 2020 | $269,000 | +12.1% | 3,754 | +100.0% | 0.06% | -11.9% |
| Q3 2020 | $240,000 | – | 1,877 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 254,829 | $22,073,000 | 5.80% |
| First Affirmative Financial Network | 55,175 | $4,779,000 | 4.58% |
| HILL ISLAND FINANCIAL LLC | 137,447 | $11,906,000 | 4.38% |
| Laurel Wealth Planning LLC | 72,856 | $6,311,000 | 4.26% |
| Prostatis Group LLC | 51,616 | $4,471,010 | 3.58% |
| Financial Insights, Inc. | 38,100 | $3,300,000 | 3.03% |
| Mascoma Wealth Management LLC | 102,278 | $8,859,000 | 2.82% |
| One Capital Management, LLC | 525,489 | $45,516,000 | 2.41% |
| Cribstone Capital Management, LLC | 44,370 | $3,843,000 | 2.10% |
| McClarren Financial Advisors, Inc. | 30,766 | $2,664,000 | 1.93% |