ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 140 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $374,000 | -77.4% | 4,033 | -78.9% | 0.00% | -80.0% |
| Q1 2017 | $1,654,000 | +3.1% | 19,069 | -2.1% | 0.02% | +15.4% |
| Q4 2016 | $1,604,000 | -50.1% | 19,469 | -51.2% | 0.01% | -61.8% |
| Q3 2016 | $3,213,000 | +432.8% | 39,902 | +406.2% | 0.03% | +750.0% |
| Q1 2016 | $603,000 | +340.1% | 7,883 | +336.5% | 0.00% | +300.0% |
| Q4 2015 | $137,000 | +7.0% | 1,806 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $128,000 | -91.1% | 1,806 | -90.4% | 0.00% | -88.9% |
| Q2 2015 | $1,436,000 | +199.8% | 18,875 | +204.4% | 0.01% | +200.0% |
| Q1 2015 | $479,000 | – | 6,200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |