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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $594,765 | +9.8% | 7,626 | +1.1% | 0.33% | +15.6% |
| Q4 2022 | $541,739 | +6.0% | 7,546 | -1.2% | 0.29% | +14.7% |
| Q3 2022 | $511,000 | -6.9% | 7,634 | 0.0% | 0.25% | +17.3% |
| Q2 2022 | $549,000 | -58.4% | 7,634 | -49.9% | 0.21% | -57.2% |
| Q1 2022 | $1,320,000 | -4.4% | 15,244 | +2.6% | 0.50% | -10.4% |
| Q4 2021 | $1,381,000 | +28.3% | 14,860 | +14.9% | 0.56% | +14.6% |
| Q3 2021 | $1,076,000 | +1.4% | 12,935 | +1.0% | 0.49% | -4.9% |
| Q2 2021 | $1,061,000 | +19.2% | 12,810 | +9.9% | 0.51% | -0.8% |
| Q1 2021 | $890,000 | +6.7% | 11,654 | 0.0% | 0.52% | -2.3% |
| Q4 2020 | $834,000 | – | 11,654 | – | 0.53% | – |
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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% |