ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 262 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $100,542 | -3.3% | 1,235 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $103,950 | +7.9% | 1,235 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $96,318 | +8.6% | 1,235 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $88,661 | -38.4% | 1,235 | -42.7% | 0.01% | -44.4% |
Q3 2022 | $144,000 | -43.8% | 2,155 | -39.4% | 0.01% | -40.0% |
Q2 2022 | $256,000 | -15.8% | 3,555 | +1.4% | 0.02% | 0.0% |
Q1 2022 | $304,000 | -6.7% | 3,505 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $326,000 | +236.1% | 3,505 | +199.6% | 0.02% | +200.0% |
Q3 2021 | $97,000 | 0.0% | 1,170 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $97,000 | +9.0% | 1,170 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $89,000 | +6.0% | 1,170 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $84,000 | +13.5% | 1,170 | +101.7% | 0.01% | 0.0% |
Q3 2020 | $74,000 | -46.8% | 580 | -50.9% | 0.01% | -50.0% |
Q2 2020 | $139,000 | +29.9% | 1,182 | +7.7% | 0.01% | +11.1% |
Q1 2020 | $107,000 | -17.7% | 1,098 | +1.5% | 0.01% | 0.0% |
Q4 2019 | $130,000 | +5.7% | 1,082 | -2.1% | 0.01% | 0.0% |
Q3 2019 | $123,000 | +16.0% | 1,105 | +14.5% | 0.01% | +12.5% |
Q2 2019 | $106,000 | +3.9% | 965 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $102,000 | +6.2% | 965 | -6.6% | 0.01% | -11.1% |
Q4 2018 | $96,000 | -18.6% | 1,033 | -6.8% | 0.01% | 0.0% |
Q3 2018 | $118,000 | +53.2% | 1,108 | +46.0% | 0.01% | +28.6% |
Q2 2018 | $77,000 | +1.3% | 759 | -2.6% | 0.01% | 0.0% |
Q1 2018 | $76,000 | -13.6% | 779 | -12.7% | 0.01% | -12.5% |
Q4 2017 | $88,000 | -1.1% | 892 | -6.9% | 0.01% | 0.0% |
Q3 2017 | $89,000 | -2.2% | 958 | -6.3% | 0.01% | -11.1% |
Q2 2017 | $91,000 | – | 1,022 | – | 0.01% | – |
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% |