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 | $11,979,400 | -4.6% | 147,149 | -1.4% | 0.22% | -0.9% |
| Q2 2023 | $12,562,877 | +7.9% | 149,256 | -0.0% | 0.22% | +2.3% |
| Q1 2023 | $11,641,879 | +8.6% | 149,274 | 0.0% | 0.22% | +3.3% |
| Q4 2022 | $10,716,381 | +6.9% | 149,274 | -0.3% | 0.21% | -3.7% |
| Q3 2022 | $10,027,000 | -6.0% | 149,734 | +0.9% | 0.22% | -3.6% |
| Q2 2022 | $10,666,000 | -19.8% | 148,342 | -3.3% | 0.22% | -5.5% |
| Q1 2022 | $13,291,000 | +6.5% | 153,435 | +14.2% | 0.24% | +16.1% |
| Q4 2021 | $12,482,000 | +22.4% | 134,329 | +9.6% | 0.20% | +13.3% |
| Q3 2021 | $10,199,000 | -14.4% | 122,568 | -14.7% | 0.18% | -21.3% |
| Q2 2021 | $11,909,000 | +38.9% | 143,773 | +28.1% | 0.23% | +32.2% |
| Q1 2021 | $8,574,000 | +6.4% | 112,278 | -0.4% | 0.17% | +3.6% |
| Q4 2020 | $8,062,000 | +11.0% | 112,692 | +98.5% | 0.17% | -1.8% |
| Q3 2020 | $7,265,000 | +7.1% | 56,780 | -1.2% | 0.17% | +1.8% |
| Q2 2020 | $6,782,000 | +28.3% | 57,467 | +5.9% | 0.17% | +9.8% |
| Q1 2020 | $5,287,000 | -14.1% | 54,288 | +6.0% | 0.15% | +7.0% |
| Q4 2019 | $6,152,000 | +8.6% | 51,211 | +0.3% | 0.14% | +0.7% |
| Q3 2019 | $5,664,000 | +1.0% | 51,067 | -0.4% | 0.14% | -3.4% |
| Q2 2019 | $5,607,000 | +43.0% | 51,268 | +37.9% | 0.15% | +40.0% |
| Q1 2019 | $3,922,000 | +179.7% | 37,181 | +146.7% | 0.10% | +144.2% |
| Q4 2018 | $1,402,000 | – | 15,072 | – | 0.04% | – |
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% |