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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $287,160 | +7.1% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $268,000 | -6.9% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $288,000 | -16.8% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $346,000 | -7.0% | 4,000 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $372,000 | +12.0% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $332,000 | -28.4% | 4,000 | -28.6% | 0.00% | -33.3% |
| Q2 2021 | $464,000 | -23.9% | 5,600 | -30.0% | 0.00% | -25.0% |
| Q1 2021 | $610,000 | +6.6% | 8,000 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $572,000 | +11.7% | 8,000 | +100.0% | 0.00% | -42.9% |
| Q3 2020 | $512,000 | +8.5% | 4,000 | 0.0% | 0.01% | +16.7% |
| Q2 2020 | $472,000 | +21.0% | 4,000 | 0.0% | 0.01% | +50.0% |
| Q1 2020 | $390,000 | – | 4,000 | – | 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% |