ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 256 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,166 | -6.7% | 690 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $60,202 | +11.9% | 690 | 0.0% | 0.03% | +3.7% |
| Q1 2023 | $53,812 | +13.6% | 690 | +4.5% | 0.03% | +8.0% |
| Q4 2022 | $47,381 | +7.7% | 660 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $44,000 | -6.4% | 660 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $47,000 | -17.5% | 660 | 0.0% | 0.02% | -7.4% |
| Q1 2022 | $57,000 | -6.6% | 660 | 0.0% | 0.03% | -6.9% |
| Q4 2021 | $61,000 | +1.7% | 660 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $60,000 | +9.1% | 660 | 0.0% | 0.03% | +3.6% |
| Q2 2021 | $55,000 | +10.0% | 660 | 0.0% | 0.03% | +3.7% |
| Q1 2021 | $50,000 | +6.4% | 660 | 0.0% | 0.03% | -3.6% |
| Q4 2020 | $47,000 | +11.9% | 660 | +100.0% | 0.03% | 0.0% |
| Q3 2020 | $42,000 | +2.4% | 330 | 0.0% | 0.03% | +3.7% |
| Q2 2020 | $41,000 | +28.1% | 330 | 0.0% | 0.03% | +3.8% |
| Q1 2020 | $32,000 | -20.0% | 330 | 0.0% | 0.03% | 0.0% |
| Q4 2019 | $40,000 | +8.1% | 330 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $37,000 | +2.8% | 330 | 0.0% | 0.03% | +4.0% |
| Q2 2019 | $36,000 | 0.0% | 330 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $36,000 | +80.0% | 330 | +53.5% | 0.02% | +66.7% |
| Q4 2018 | $20,000 | -13.0% | 215 | 0.0% | 0.02% | -6.2% |
| Q3 2018 | $23,000 | +4.5% | 215 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $22,000 | +4.8% | 215 | 0.0% | 0.02% | +6.7% |
| Q1 2018 | $21,000 | 0.0% | 215 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $21,000 | +5.0% | 215 | 0.0% | 0.02% | -6.2% |
| Q3 2017 | $20,000 | +5.3% | 215 | 0.0% | 0.02% | +6.7% |
| Q2 2017 | $19,000 | +111.1% | 215 | +115.0% | 0.02% | +150.0% |
| Q1 2017 | $9,000 | +12.5% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $8,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $8,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $8,000 | -50.0% | 100 | -51.2% | 0.01% | -50.0% |
| Q1 2016 | $16,000 | – | 205 | – | 0.01% | – |
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% |