ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 93 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $4,236,000 | -68.0% | 51,424 | -70.6% | 0.01% | -70.6% |
| Q4 2015 | $13,227,000 | +3504.1% | 174,706 | +3280.5% | 0.02% | – |
| Q3 2015 | $367,000 | -78.9% | 5,168 | -77.2% | 0.00% | -100.0% |
| Q4 2014 | $1,736,000 | +21.7% | 22,668 | +9.7% | 0.00% | 0.0% |
| Q4 2013 | $1,427,000 | – | 20,656 | – | 0.00% | – |
Download | ||||||
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% |