ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 233 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $926,000 | +83.7% | 9,960 | +111.0% | 0.20% | +60.3% |
| Q3 2018 | $504,000 | +121.1% | 4,720 | +109.0% | 0.13% | +100.0% |
| Q2 2018 | $228,000 | -13.3% | 2,258 | -23.2% | 0.06% | -16.0% |
| Q2 2017 | $263,000 | +3.1% | 2,939 | 0.0% | 0.08% | +8.7% |
| Q1 2017 | $255,000 | +5.4% | 2,939 | 0.0% | 0.07% | +4.5% |
| Q4 2016 | $242,000 | +2.1% | 2,939 | 0.0% | 0.07% | +3.1% |
| Q3 2016 | $237,000 | – | 2,939 | – | 0.06% | – |
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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% |