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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $519,670 | -10.9% | 6,383 | -7.9% | 0.04% | -12.0% |
| Q2 2023 | $583,177 | +12.9% | 6,929 | +4.7% | 0.05% | +4.2% |
| Q1 2023 | $516,338 | +6.0% | 6,621 | -2.4% | 0.05% | -4.0% |
| Q4 2022 | $487,099 | -50.4% | 6,785 | -53.8% | 0.05% | -10.7% |
| Q3 2022 | $983,000 | -21.1% | 14,696 | -15.1% | 0.06% | -22.2% |
| Q2 2022 | $1,246,000 | -43.5% | 17,311 | -31.9% | 0.07% | -32.7% |
| Q1 2022 | $2,204,000 | +17.9% | 25,435 | +26.4% | 0.11% | -42.2% |
| Q4 2021 | $1,870,000 | +8.8% | 20,129 | -3.0% | 0.18% | +4.5% |
| Q2 2021 | $1,718,000 | +43.3% | 20,747 | +32.1% | 0.18% | +9.9% |
| Q1 2021 | $1,199,000 | +83.9% | 15,703 | +72.3% | 0.16% | +67.7% |
| Q4 2020 | $652,000 | +14.0% | 9,112 | +103.8% | 0.10% | +3.2% |
| Q3 2020 | $572,000 | +12.4% | 4,470 | +3.6% | 0.09% | +1.1% |
| Q2 2020 | $509,000 | +16.7% | 4,316 | -3.8% | 0.09% | -8.0% |
| Q1 2020 | $436,000 | -69.6% | 4,487 | -62.4% | 0.10% | -53.9% |
| Q4 2019 | $1,432,000 | +159.4% | 11,919 | +139.7% | 0.22% | +88.7% |
| Q3 2019 | $552,000 | +0.4% | 4,973 | -1.4% | 0.12% | +59.7% |
| Q2 2019 | $550,000 | +3.2% | 5,043 | 0.0% | 0.07% | -39.5% |
| Q1 2019 | $533,000 | +17.1% | 5,043 | +3.1% | 0.12% | -2.5% |
| Q4 2018 | $455,000 | – | 4,891 | – | 0.12% | – |
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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% |