ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 308 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $14,000 | +133.3% | 198 | +296.0% | 0.00% | +100.0% |
| Q3 2020 | $6,000 | -70.0% | 50 | -70.2% | 0.00% | -75.0% |
| Q2 2020 | $20,000 | 0.0% | 168 | -17.6% | 0.01% | -20.0% |
| Q1 2020 | $20,000 | -33.3% | 204 | -17.7% | 0.01% | 0.0% |
| Q4 2019 | $30,000 | +15.4% | 248 | +6.4% | 0.01% | +11.1% |
| Q3 2019 | $26,000 | +420.0% | 233 | +366.0% | 0.01% | +350.0% |
| Q2 2019 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | – | 50 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 237,094 | $19,844,749 | 13.03% |
| Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
| First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
| HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
| Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
| Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
| McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
| Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |