ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 93 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $708,430 | -3.6% | 8,702 | -0.3% | 0.01% | 0.0% |
| Q2 2023 | $734,972 | +10.5% | 8,732 | +2.3% | 0.01% | +14.3% |
| Q1 2023 | $665,411 | +85.2% | 8,532 | +70.5% | 0.01% | +75.0% |
| Q4 2022 | $359,309 | +11.6% | 5,005 | +4.0% | 0.00% | 0.0% |
| Q3 2022 | $322,000 | -20.1% | 4,813 | -14.2% | 0.00% | -20.0% |
| Q2 2022 | $403,000 | -3.6% | 5,608 | +16.1% | 0.01% | 0.0% |
| Q1 2022 | $418,000 | -6.3% | 4,829 | +0.6% | 0.01% | 0.0% |
| Q4 2021 | $446,000 | +10.7% | 4,799 | -0.8% | 0.01% | 0.0% |
| Q3 2021 | $403,000 | -1.0% | 4,839 | -1.6% | 0.01% | 0.0% |
| Q2 2021 | $407,000 | +9.1% | 4,919 | +0.8% | 0.01% | 0.0% |
| Q1 2021 | $373,000 | +4.5% | 4,880 | -2.2% | 0.01% | 0.0% |
| Q4 2020 | $357,000 | +14.1% | 4,988 | +104.1% | 0.01% | 0.0% |
| Q3 2020 | $313,000 | 0.0% | 2,444 | -7.8% | 0.01% | -16.7% |
| Q2 2020 | $313,000 | +19.0% | 2,651 | +21.2% | 0.01% | +50.0% |
| Q4 2019 | $263,000 | +10.5% | 2,187 | +1.9% | 0.00% | 0.0% |
| Q3 2019 | $238,000 | +11.2% | 2,147 | +9.5% | 0.00% | 0.0% |
| Q2 2019 | $214,000 | -0.9% | 1,960 | -4.1% | 0.00% | 0.0% |
| Q1 2019 | $216,000 | +89.5% | 2,044 | +58.9% | 0.00% | +33.3% |
| Q2 2017 | $114,000 | +7.5% | 1,286 | +4.6% | 0.00% | 0.0% |
| Q1 2017 | $106,000 | +5.0% | 1,230 | 0.0% | 0.00% | +50.0% |
| Q4 2016 | $101,000 | +5.2% | 1,230 | +2.5% | 0.00% | 0.0% |
| Q3 2016 | $96,000 | +4.3% | 1,200 | 0.0% | 0.00% | -33.3% |
| Q2 2016 | $92,000 | +1.1% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $91,000 | +24.7% | 1,200 | +23.1% | 0.00% | +50.0% |
| Q4 2015 | $73,000 | +5.8% | 975 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $69,000 | – | 975 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |