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 | $3,368,339 | +0.4% | 41,375 | +3.8% | 1.95% | +3.7% |
| Q2 2023 | $3,356,279 | +7.1% | 39,875 | -0.7% | 1.88% | +4.1% |
| Q1 2023 | $3,133,248 | +6.7% | 40,175 | -1.8% | 1.81% | +10.5% |
| Q4 2022 | $2,936,211 | +7.2% | 40,900 | 0.0% | 1.64% | +5.9% |
| Q3 2022 | $2,739,000 | -9.3% | 40,900 | -2.7% | 1.55% | -4.7% |
| Q2 2022 | $3,021,000 | -10.7% | 42,016 | +2.9% | 1.62% | +2.5% |
| Q1 2022 | $3,382,000 | +3.8% | 40,816 | +4.3% | 1.58% | -8.1% |
| Q4 2021 | $3,257,000 | 0.0% | 39,143 | 0.0% | 1.72% | +0.2% |
| Q3 2021 | $3,257,000 | +5.5% | 39,143 | +5.0% | 1.72% | -2.3% |
| Q2 2021 | $3,087,000 | +10.8% | 37,271 | +2.2% | 1.76% | +1.8% |
| Q1 2021 | $2,786,000 | +6.3% | 36,486 | -0.5% | 1.73% | -5.0% |
| Q4 2020 | $2,622,000 | +47.1% | 36,655 | +142.6% | 1.82% | +14.6% |
| Q2 2020 | $1,783,000 | +13.3% | 15,111 | -6.5% | 1.59% | -7.9% |
| Q1 2020 | $1,574,000 | +10.1% | 16,166 | +35.8% | 1.72% | +35.3% |
| Q4 2019 | $1,430,000 | – | 11,906 | – | 1.27% | – |
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% |