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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,995 | +10.0% | 73,600 | +13.2% | 0.01% | +16.7% |
| Q2 2023 | $5,450 | +27.7% | 65,044 | +18.1% | 0.01% | +20.0% |
| Q1 2023 | $4,267 | -29.2% | 55,077 | -34.3% | 0.01% | -37.5% |
| Q4 2022 | $6,029 | -99.9% | 83,884 | +13.7% | 0.02% | +14.3% |
| Q3 2022 | $4,967,000 | -28.6% | 73,807 | -23.7% | 0.01% | -26.3% |
| Q2 2022 | $6,959,000 | +33.4% | 96,740 | +60.5% | 0.02% | +90.0% |
| Q1 2022 | $5,215,000 | -41.7% | 60,262 | -39.4% | 0.01% | -41.2% |
| Q4 2021 | $8,938,000 | +54.8% | 99,414 | +43.2% | 0.02% | +41.7% |
| Q3 2021 | $5,775,000 | +3.8% | 69,402 | +3.4% | 0.01% | +9.1% |
| Q2 2021 | $5,562,000 | +58.7% | 67,143 | +46.3% | 0.01% | +37.5% |
| Q1 2021 | $3,504,000 | +4.3% | 45,897 | -2.3% | 0.01% | 0.0% |
| Q4 2020 | $3,359,000 | +135.9% | 46,955 | +321.9% | 0.01% | +100.0% |
| Q3 2020 | $1,424,000 | +128.2% | 11,129 | +71.0% | 0.00% | +100.0% |
| Q2 2020 | $624,000 | 0.0% | 6,510 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $624,000 | -8.2% | 6,510 | +15.0% | 0.00% | 0.0% |
| Q4 2019 | $680,000 | +16.2% | 5,663 | +7.5% | 0.00% | 0.0% |
| Q3 2019 | $585,000 | +4.5% | 5,270 | +2.9% | 0.00% | 0.0% |
| Q2 2019 | $560,000 | +6.9% | 5,122 | +3.1% | 0.00% | 0.0% |
| Q1 2019 | $524,000 | +140.4% | 4,967 | +143.7% | 0.00% | +100.0% |
| Q4 2018 | $218,000 | 0.0% | 2,038 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $218,000 | +5.8% | 2,038 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $206,000 | +379.1% | 2,038 | +345.0% | 0.00% | – |
| Q3 2017 | $43,000 | +34.4% | 458 | +13.1% | 0.00% | – |
| Q2 2016 | $32,000 | +45.5% | 405 | +39.7% | 0.00% | – |
| Q1 2016 | $22,000 | – | 290 | – | 0.00% | – |
Download | ||||||
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% |