ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 3 filers reported holding ISHARES TR in Q3 2012. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2013 | $2,074,000 | -34.1% | 30,000 | -40.0% | 0.01% | -43.8% |
| Q3 2013 | $3,148,000 | -29.5% | 50,000 | -32.4% | 0.02% | -27.3% |
| Q2 2013 | $4,466,000 | +92.0% | 74,000 | +85.0% | 0.02% | +15.8% |
| Q1 2013 | $2,326,000 | +12.4% | 40,000 | 0.0% | 0.02% | -5.0% |
| Q4 2012 | $2,070,000 | -0.7% | 40,000 | 0.0% | 0.02% | +5.3% |
| Q3 2012 | $2,084,000 | +5.7% | 40,000 | 0.0% | 0.02% | -5.0% |
| Q2 2012 | $1,972,000 | -11.6% | 40,000 | -7.0% | 0.02% | -9.1% |
| Q1 2012 | $2,232,000 | -10.2% | 43,000 | -18.9% | 0.02% | -24.1% |
| Q4 2011 | $2,485,000 | +6.7% | 53,000 | -3.6% | 0.03% | -6.5% |
| Q3 2011 | $2,329,000 | – | 55,000 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Laurel Wealth Planning LLC | 108,700 | $7,776,000 | 7.58% |
| C-J Advisory, Inc. | 100,921 | $7,219,000 | 4.50% |
| Cribstone Capital Management, LLC | 54,588 | $3,905,000 | 2.68% |
| McClarren Financial Advisors, Inc. | 29,869 | $2,136,000 | 2.05% |
| Financial Insights, Inc. | 34,939 | $2,500,000 | 1.94% |
| Columbia Trust Co 01012016 | 36,655 | $2,622,000 | 1.82% |
| Asset Allocation & Management Company, LLC | 37,776 | $2,702,000 | 1.74% |
| SOA Wealth Advisors, LLC. | 83,409 | $6,254,000 | 1.70% |
| BigSur Wealth Management LLC | 40,000 | $2,862,000 | 1.62% |
| Trellis Advisors, LLC | 31,618 | $2,262,000 | 1.36% |