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 | $463,060 | -14.9% | 5,688 | -12.0% | 0.30% | -9.3% |
| Q2 2023 | $544,076 | +5.7% | 6,464 | -2.0% | 0.33% | +1.2% |
| Q1 2023 | $514,577 | +3.9% | 6,598 | -4.4% | 0.33% | +3.1% |
| Q4 2022 | $495,422 | -2.7% | 6,901 | -9.2% | 0.32% | -6.5% |
| Q3 2022 | $509,000 | -13.1% | 7,599 | -6.8% | 0.34% | -5.8% |
| Q2 2022 | $586,000 | -17.0% | 8,156 | 0.0% | 0.36% | +2.3% |
| Q1 2022 | $706,000 | -8.2% | 8,156 | -1.5% | 0.35% | -6.6% |
| Q4 2021 | $769,000 | +11.4% | 8,281 | -0.2% | 0.38% | +3.3% |
| Q3 2021 | $690,000 | -0.1% | 8,296 | -0.5% | 0.37% | +1.1% |
| Q2 2021 | $691,000 | +4.1% | 8,341 | -4.0% | 0.36% | +0.8% |
| Q1 2021 | $664,000 | +0.2% | 8,691 | -6.2% | 0.36% | -7.9% |
| Q4 2020 | $663,000 | +11.4% | 9,268 | +99.3% | 0.39% | -3.2% |
| Q3 2020 | $595,000 | +8.4% | 4,650 | 0.0% | 0.40% | +4.4% |
| Q2 2020 | $549,000 | +19.6% | 4,650 | -1.3% | 0.39% | +2.4% |
| Q1 2020 | $459,000 | -24.0% | 4,710 | -6.3% | 0.38% | +1.9% |
| Q4 2019 | $604,000 | +2.5% | 5,025 | -5.5% | 0.37% | -2.1% |
| Q3 2019 | $589,000 | -0.7% | 5,315 | -1.9% | 0.38% | +1.3% |
| Q2 2019 | $593,000 | -9.6% | 5,419 | -12.8% | 0.37% | -9.9% |
| Q1 2019 | $656,000 | +10.3% | 6,215 | -2.9% | 0.42% | +3.8% |
| Q4 2018 | $595,000 | -13.3% | 6,400 | -0.4% | 0.40% | +1.0% |
| Q3 2018 | $686,000 | -0.4% | 6,425 | -5.9% | 0.40% | -1.2% |
| Q2 2018 | $689,000 | -23.8% | 6,825 | -26.2% | 0.40% | -24.6% |
| Q1 2018 | $904,000 | -8.3% | 9,250 | -7.8% | 0.53% | -5.8% |
| Q4 2017 | $986,000 | +0.6% | 10,037 | -4.9% | 0.56% | +5.4% |
| Q3 2017 | $980,000 | 0.0% | 10,559 | -3.8% | 0.54% | -2.2% |
| Q2 2017 | $980,000 | +0.9% | 10,971 | -2.0% | 0.55% | +0.4% |
| Q1 2017 | $971,000 | +4.7% | 11,196 | -0.5% | 0.55% | +2.1% |
| Q4 2016 | $927,000 | +1.8% | 11,255 | -0.6% | 0.54% | -5.1% |
| Q3 2016 | $911,000 | +3.6% | 11,320 | -0.4% | 0.56% | +2.2% |
| Q2 2016 | $879,000 | +0.1% | 11,365 | -0.9% | 0.55% | -1.8% |
| Q1 2016 | $878,000 | +1.2% | 11,465 | 0.0% | 0.56% | +9.1% |
| Q4 2015 | $868,000 | – | 11,465 | – | 0.52% | – |
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% |