ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 314 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,063,840 | -2.4% | 357,006 | +0.9% | 0.05% | 0.0% |
| Q2 2023 | $29,791,220 | +8.1% | 353,942 | +0.2% | 0.05% | +2.0% |
| Q1 2023 | $27,550,180 | +21.2% | 353,253 | +11.6% | 0.05% | 0.0% |
| Q4 2022 | $22,732,780 | +58.2% | 316,658 | +47.6% | 0.05% | +59.4% |
| Q3 2022 | $14,370,000 | -26.2% | 214,578 | -20.8% | 0.03% | -23.8% |
| Q2 2022 | $19,469,000 | +12.3% | 270,893 | +35.4% | 0.04% | +20.0% |
| Q1 2022 | $17,344,000 | -9.1% | 200,139 | -2.6% | 0.04% | -2.8% |
| Q4 2021 | $19,089,000 | +11.2% | 205,429 | -0.5% | 0.04% | 0.0% |
| Q3 2021 | $17,172,000 | +7.7% | 206,456 | +7.2% | 0.04% | +2.9% |
| Q2 2021 | $15,949,000 | +68.3% | 192,559 | +45.3% | 0.04% | +45.8% |
| Q1 2021 | $9,478,000 | 0.0% | 132,524 | 0.0% | 0.02% | -4.0% |
| Q4 2020 | $9,478,000 | +59.8% | 132,524 | +186.0% | 0.02% | +47.1% |
| Q3 2020 | $5,931,000 | +9.8% | 46,334 | +1.2% | 0.02% | 0.0% |
| Q2 2020 | $5,402,000 | +14.4% | 45,803 | -5.4% | 0.02% | 0.0% |
| Q1 2020 | $4,721,000 | -35.7% | 48,428 | -20.8% | 0.02% | -22.7% |
| Q4 2019 | $7,345,000 | +12.6% | 61,115 | +4.0% | 0.02% | +29.4% |
| Q3 2019 | $6,523,000 | +11.3% | 58,784 | +9.7% | 0.02% | -10.5% |
| Q2 2019 | $5,863,000 | +44.4% | 53,601 | +39.4% | 0.02% | +35.7% |
| Q1 2019 | $4,060,000 | +6.9% | 38,455 | -6.0% | 0.01% | 0.0% |
| Q4 2018 | $3,799,000 | -4.9% | 40,903 | +9.3% | 0.01% | 0.0% |
| Q3 2018 | $3,996,000 | +11.8% | 37,421 | +5.7% | 0.01% | +16.7% |
| Q2 2018 | $3,573,000 | +77.6% | 35,402 | +71.9% | 0.01% | +50.0% |
| Q1 2018 | $2,012,000 | +901.0% | 20,591 | +906.4% | 0.01% | +700.0% |
| Q4 2017 | $201,000 | – | 2,046 | – | 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% |