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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $255,000 | +0.8% | 3,064 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $253,000 | +8.1% | 3,064 | 0.0% | 0.03% | +4.0% |
| Q1 2021 | $234,000 | +6.8% | 3,064 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $219,000 | +291.1% | 3,064 | +410.7% | 0.02% | +257.1% |
| Q4 2018 | $56,000 | -12.5% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $64,000 | +4.9% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $61,000 | +3.4% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $59,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $59,000 | +5.4% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $56,000 | +3.7% | 600 | 0.0% | 0.01% | -12.5% |
| Q2 2017 | $54,000 | +3.8% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $52,000 | +6.1% | 600 | 0.0% | 0.01% | -11.1% |
| Q4 2016 | $49,000 | +2.1% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $48,000 | +4.3% | 600 | 0.0% | 0.01% | +12.5% |
| Q2 2016 | $46,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $46,000 | +2.2% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $45,000 | +4.7% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $43,000 | -6.5% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $46,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $46,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $46,000 | +4.5% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $44,000 | 0.0% | 600 | 0.0% | 0.01% | +14.3% |
| Q2 2014 | $44,000 | +4.8% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $42,000 | +2.4% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $41,000 | +7.9% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $38,000 | +5.6% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $36,000 | – | 600 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 126,183 | $9,840,996 | 6.67% |
| First Affirmative Financial Network | 53,189 | $4,148,245 | 4.80% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $1,934,932 | 4.04% |
| HILL ISLAND FINANCIAL LLC | 115,140 | $8,925,648 | 3.60% |
| Laurel Wealth Planning LLC | 49,988 | $3,899 | 2.58% |
| Mascoma Wealth Management LLC | 108,639 | $8,511,871 | 2.49% |
| McClarren Financial Advisors, Inc. | 30,867 | $2,405 | 2.19% |
| Columbia Trust Co 01012016 | 40,175 | $3,133,248 | 1.81% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 42,880 | $3,344,211 | 1.62% |
| BigSur Wealth Management LLC | 40,000 | $3,119,600 | 1.46% |