ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 314 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $212,530 | -2.0% | 2,525 | -9.2% | 0.13% | -4.4% |
| Q1 2023 | $216,813 | -87.3% | 2,780 | -88.3% | 0.14% | -87.9% |
| Q4 2022 | $1,705,012 | +4.3% | 23,750 | -2.6% | 1.13% | +2.6% |
| Q3 2022 | $1,634,000 | -99.9% | 24,395 | +1.1% | 1.10% | -4.0% |
| Q2 2022 | $1,734,947,000 | -7.5% | 24,130 | +11.5% | 1.15% | +5.4% |
| Q1 2022 | $1,875,323,000 | -3.7% | 21,650 | +3.3% | 1.09% | -1.4% |
| Q4 2021 | $1,948,068,000 | +11.6% | 20,965 | -0.0% | 1.10% | +4.2% |
| Q3 2021 | $1,745,330,000 | -0.1% | 20,975 | -0.5% | 1.06% | -2.5% |
| Q2 2021 | $1,746,471,000 | +12.0% | 21,085 | +3.2% | 1.09% | +1.2% |
| Q1 2021 | $1,560,035,000 | +17.8% | 20,430 | +10.4% | 1.07% | +1.5% |
| Q4 2020 | $1,324,205,000 | +16.4% | 18,510 | +108.1% | 1.06% | -1.0% |
| Q3 2020 | $1,138,115,000 | – | 8,895 | – | 1.07% | – |
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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% |