ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 318 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 2024 | $201,469 | -5.3% | 1,940 | -8.1% | 0.13% | -2.3% |
| Q1 2024 | $212,710 | +4.1% | 2,110 | -6.0% | 0.13% | +0.8% |
| Q4 2023 | $204,408 | -3.8% | 2,245 | -11.1% | 0.13% | -0.8% |
| 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% | – |
Download | ||||||
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% |