ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 143 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $951,058 | +0.3% | 9,158 | -2.6% | 0.01% | -11.1% |
| Q1 2024 | $947,816 | +21.9% | 9,402 | +10.1% | 0.01% | +12.5% |
| Q4 2023 | $777,294 | +9.7% | 8,537 | -1.9% | 0.01% | 0.0% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 254,829 | $22,073,000 | 5.80% |
| First Affirmative Financial Network | 55,175 | $4,779,000 | 4.58% |
| HILL ISLAND FINANCIAL LLC | 137,447 | $11,906,000 | 4.38% |
| Laurel Wealth Planning LLC | 72,856 | $6,311,000 | 4.26% |
| Prostatis Group LLC | 51,616 | $4,471,010 | 3.58% |
| Financial Insights, Inc. | 38,100 | $3,300,000 | 3.03% |
| Mascoma Wealth Management LLC | 102,278 | $8,859,000 | 2.82% |
| One Capital Management, LLC | 525,489 | $45,516,000 | 2.41% |
| Cribstone Capital Management, LLC | 44,370 | $3,843,000 | 2.10% |
| McClarren Financial Advisors, Inc. | 30,766 | $2,664,000 | 1.93% |