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 2023 | $23,157 | +8.1% | 275 | +0.4% | 0.02% | +9.1% |
| Q1 2023 | $21,418 | +6.2% | 274 | -2.1% | 0.02% | +37.5% |
| Q4 2022 | $20,163 | -58.0% | 280 | -61.1% | 0.02% | -57.9% |
| Q3 2022 | $48,000 | +11.6% | 720 | +19.8% | 0.04% | +18.8% |
| Q2 2022 | $43,000 | +514.3% | 601 | +680.5% | 0.03% | +540.0% |
| Q1 2022 | $7,000 | +600.0% | 77 | +1000.0% | 0.01% | +400.0% |
| Q4 2021 | $1,000 | – | 7 | +16.7% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 6 | -88.0% | 0.00% | -100.0% |
| Q2 2021 | $4,000 | -60.0% | 50 | -63.0% | 0.00% | -66.7% |
| Q1 2021 | $10,000 | -9.1% | 135 | -8.8% | 0.01% | -14.3% |
| Q4 2020 | $11,000 | – | 148 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |