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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $421,977 | -3.3% | 5,184 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $436,336 | +11.0% | 5,184 | +2.8% | 0.02% | +7.1% |
Q1 2023 | $393,223 | -29.3% | 5,042 | -34.9% | 0.01% | -36.4% |
Q4 2022 | $555,796 | -37.2% | 7,742 | -41.4% | 0.02% | -42.1% |
Q3 2022 | $885,000 | -6.4% | 13,217 | +0.5% | 0.04% | -2.6% |
Q2 2022 | $946,000 | -11.6% | 13,157 | +6.5% | 0.04% | 0.0% |
Q1 2022 | $1,070,000 | -6.8% | 12,351 | 0.0% | 0.04% | -7.1% |
Q4 2021 | $1,148,000 | +43.3% | 12,351 | +28.4% | 0.04% | +27.3% |
Q3 2021 | $801,000 | +8.1% | 9,622 | +7.5% | 0.03% | +6.5% |
Q2 2021 | $741,000 | +26.7% | 8,947 | +16.8% | 0.03% | +19.2% |
Q1 2021 | $585,000 | +85.7% | 7,663 | +73.8% | 0.03% | +62.5% |
Q4 2020 | $315,000 | +43.8% | 4,408 | +157.9% | 0.02% | +23.1% |
Q3 2020 | $219,000 | +8.4% | 1,709 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $202,000 | +21.7% | 1,709 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $166,000 | -19.0% | 1,709 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $205,000 | +7.9% | 1,709 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $190,000 | +1.6% | 1,709 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $187,000 | +3.9% | 1,709 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $180,000 | +13.2% | 1,709 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $159,000 | -13.1% | 1,709 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $183,000 | +5.8% | 1,709 | 0.0% | 0.01% | -7.1% |
Q2 2018 | $173,000 | -11.7% | 1,709 | -14.9% | 0.01% | -12.5% |
Q1 2018 | $196,000 | -5.8% | 2,009 | -5.0% | 0.02% | -11.1% |
Q4 2017 | $208,000 | +6.1% | 2,114 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $196,000 | +3.7% | 2,114 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $189,000 | +11.8% | 2,114 | +8.7% | 0.02% | +5.9% |
Q1 2017 | $169,000 | +5.6% | 1,944 | 0.0% | 0.02% | 0.0% |
Q4 2016 | $160,000 | +1.9% | 1,944 | 0.0% | 0.02% | -5.6% |
Q3 2016 | $157,000 | +4.7% | 1,944 | 0.0% | 0.02% | +5.9% |
Q2 2016 | $150,000 | +0.7% | 1,944 | 0.0% | 0.02% | 0.0% |
Q1 2016 | $149,000 | +1.4% | 1,944 | 0.0% | 0.02% | 0.0% |
Q4 2015 | $147,000 | -78.0% | 1,944 | -79.4% | 0.02% | -79.3% |
Q3 2015 | $668,000 | -5.9% | 9,417 | +0.8% | 0.08% | +3.8% |
Q2 2015 | $710,000 | +582.7% | 9,340 | +591.9% | 0.08% | +558.3% |
Q1 2015 | $104,000 | – | 1,350 | – | 0.01% | – |
Download |
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% |