ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 89 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,177,000 | +6.1% | 26,931 | -0.3% | 0.02% | -4.8% |
| Q3 2019 | $2,995,000 | +20.3% | 27,003 | +18.6% | 0.02% | +16.7% |
| Q2 2019 | $2,490,000 | +6.1% | 22,762 | +2.3% | 0.02% | 0.0% |
| Q1 2019 | $2,347,000 | +21.9% | 22,260 | +7.5% | 0.02% | +5.9% |
| Q4 2018 | $1,926,000 | -17.6% | 20,708 | -5.4% | 0.02% | -15.0% |
| Q3 2018 | $2,338,000 | +4.5% | 21,891 | -4.4% | 0.02% | -4.8% |
| Q2 2018 | $2,237,000 | 0.0% | 22,890 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $2,237,000 | +8.1% | 22,890 | +8.7% | 0.02% | +5.0% |
| Q4 2017 | $2,070,000 | +7.2% | 21,060 | +1.2% | 0.02% | -4.8% |
| Q3 2017 | $1,931,000 | -4.0% | 20,810 | -7.5% | 0.02% | -12.5% |
| Q2 2017 | $2,011,000 | -27.0% | 22,506 | -29.1% | 0.02% | -31.4% |
| Q1 2017 | $2,755,000 | +11.0% | 31,747 | +5.3% | 0.04% | 0.0% |
| Q4 2016 | $2,483,000 | +2.8% | 30,136 | +0.4% | 0.04% | -2.8% |
| Q3 2016 | $2,416,000 | +29.7% | 30,021 | +24.6% | 0.04% | +20.0% |
| Q2 2016 | $1,863,000 | +41.2% | 24,086 | +39.8% | 0.03% | +30.4% |
| Q1 2016 | $1,319,000 | +282.3% | 17,229 | +278.2% | 0.02% | +283.3% |
| Q4 2015 | $345,000 | +45.6% | 4,556 | +36.0% | 0.01% | +20.0% |
| Q3 2015 | $237,000 | +8.2% | 3,349 | +16.0% | 0.01% | +25.0% |
| Q2 2015 | $219,000 | -5.6% | 2,887 | -3.7% | 0.00% | 0.0% |
| Q1 2015 | $232,000 | +20.8% | 2,999 | +19.9% | 0.00% | 0.0% |
| Q4 2014 | $192,000 | +143.0% | 2,501 | +133.5% | 0.00% | +100.0% |
| Q3 2014 | $79,000 | +102.6% | 1,071 | +99.8% | 0.00% | +100.0% |
| Q2 2014 | $39,000 | +254.5% | 536 | +257.3% | 0.00% | – |
| Q1 2014 | $11,000 | +10.0% | 150 | 0.0% | 0.00% | – |
| Q4 2013 | $10,000 | +11.1% | 150 | 0.0% | 0.00% | – |
| Q3 2013 | $9,000 | -35.7% | 150 | -33.6% | 0.00% | – |
| Q2 2013 | $14,000 | – | 226 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 126,183 | $9,840,996 | 6.67% |
| First Affirmative Financial Network | 53,189 | $4,148,245 | 4.80% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $1,934,932 | 4.04% |
| HILL ISLAND FINANCIAL LLC | 115,140 | $8,925,648 | 3.60% |
| Laurel Wealth Planning LLC | 49,988 | $3,899 | 2.58% |
| Mascoma Wealth Management LLC | 108,639 | $8,511,871 | 2.49% |
| McClarren Financial Advisors, Inc. | 30,867 | $2,405 | 2.19% |
| Columbia Trust Co 01012016 | 40,175 | $3,133,248 | 1.81% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 42,880 | $3,344,211 | 1.62% |
| BigSur Wealth Management LLC | 40,000 | $3,119,600 | 1.46% |