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 2022 | $207,000 | -47.2% | 2,758 | -39.0% | 0.02% | -45.9% |
| Q1 2022 | $392,000 | -73.6% | 4,523 | -72.7% | 0.04% | -72.4% |
| Q4 2021 | $1,485,000 | +0.3% | 16,543 | -2.3% | 0.13% | +2.3% |
| Q3 2021 | $1,481,000 | +7.8% | 16,935 | +2.1% | 0.13% | -5.1% |
| Q2 2021 | $1,374,000 | +8.4% | 16,591 | 0.0% | 0.14% | -3.5% |
| Q1 2021 | $1,267,000 | +15.3% | 16,591 | +8.0% | 0.14% | -1.4% |
| Q4 2020 | $1,099,000 | +12.1% | 15,364 | +100.0% | 0.14% | -3.3% |
| Q3 2020 | $980,000 | +5.2% | 7,682 | 0.0% | 0.15% | -5.1% |
| Q2 2020 | $932,000 | – | 7,682 | – | 0.16% | – |
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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% |