ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 178 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $318,000 | +3.6% | 2,908 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $307,000 | +4.4% | 2,908 | -7.9% | 0.03% | -8.3% |
| Q4 2018 | $294,000 | -12.8% | 3,158 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $337,000 | +7.7% | 3,158 | +1.8% | 0.04% | 0.0% |
| Q2 2018 | $313,000 | +3.3% | 3,103 | 0.0% | 0.04% | +2.9% |
| Q1 2018 | $303,000 | -3.8% | 3,103 | -3.1% | 0.04% | -2.8% |
| Q4 2017 | $315,000 | +6.1% | 3,203 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $297,000 | +5.7% | 3,203 | +1.9% | 0.04% | 0.0% |
| Q2 2017 | $281,000 | +2.9% | 3,143 | 0.0% | 0.04% | +2.9% |
| Q1 2017 | $273,000 | +5.4% | 3,143 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $259,000 | – | 3,143 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dunhill Financial, LLC | 237,094 | $19,844,749 | 13.03% |
| Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
| First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
| HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
| Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
| Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
| McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
| Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |