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 | $42,427 | +221.2% | 544 | +195.7% | 0.03% | +209.1% |
| Q4 2022 | $13,209 | -58.7% | 184 | -61.6% | 0.01% | -64.5% |
| Q3 2022 | $32,000 | -27.3% | 479 | -22.0% | 0.03% | -22.5% |
| Q2 2022 | $44,000 | -8.3% | 614 | +10.4% | 0.04% | 0.0% |
| Q1 2022 | $48,000 | +54.8% | 556 | +65.5% | 0.04% | +60.0% |
| Q4 2021 | $31,000 | +10.7% | 336 | 0.0% | 0.02% | +4.2% |
| Q3 2021 | $28,000 | 0.0% | 336 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $28,000 | +100.0% | 336 | +80.6% | 0.02% | +84.6% |
| Q1 2021 | $14,000 | +7.7% | 186 | 0.0% | 0.01% | +18.2% |
| Q4 2020 | $13,000 | – | 186 | – | 0.01% | – |
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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% |