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 | $2,768,021 | -19.7% | 34,001 | -17.0% | 0.59% | -20.8% |
Q2 2023 | $3,447,182 | +13.1% | 40,955 | +4.8% | 0.74% | -14.2% |
Q1 2023 | $3,047,147 | +7.1% | 39,071 | -1.4% | 0.86% | +1.2% |
Q4 2022 | $2,844,535 | +11.6% | 39,623 | +4.1% | 0.86% | +5.7% |
Q3 2022 | $2,548,000 | -6.0% | 38,047 | +0.9% | 0.81% | +8.6% |
Q2 2022 | $2,712,000 | -7.8% | 37,718 | +11.0% | 0.74% | -2.1% |
Q1 2022 | $2,943,000 | +7.6% | 33,979 | +15.5% | 0.76% | +13.8% |
Q4 2021 | $2,734,000 | +63.6% | 29,422 | +46.5% | 0.67% | -2.2% |
Q3 2021 | $1,671,000 | -8.4% | 20,080 | -8.9% | 0.68% | +30.8% |
Q2 2021 | $1,825,000 | +33.0% | 22,039 | +22.6% | 0.52% | +13.2% |
Q1 2021 | $1,372,000 | -0.5% | 17,970 | -6.8% | 0.46% | -56.5% |
Q4 2020 | $1,379,000 | – | 19,282 | – | 1.06% | – |
Download |
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% |