ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 76 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,462,000 | +21.7% | 26,520 | +17.1% | 0.02% | +15.4% |
| Q2 2017 | $2,023,000 | +11.8% | 22,648 | +8.6% | 0.01% | +8.3% |
| Q1 2017 | $1,809,000 | -18.6% | 20,855 | -22.7% | 0.01% | -25.0% |
| Q4 2016 | $2,222,000 | +5.5% | 26,968 | +3.1% | 0.02% | -5.9% |
| Q3 2016 | $2,106,000 | -1.5% | 26,157 | -5.4% | 0.02% | -5.6% |
| Q2 2016 | $2,139,000 | -1.8% | 27,650 | -2.8% | 0.02% | -5.3% |
| Q1 2016 | $2,178,000 | -5.8% | 28,454 | -6.8% | 0.02% | -13.6% |
| Q4 2015 | $2,313,000 | +5.5% | 30,545 | -1.1% | 0.02% | -4.3% |
| Q3 2015 | $2,192,000 | -16.1% | 30,889 | -10.1% | 0.02% | -11.5% |
| Q2 2015 | $2,613,000 | +0.5% | 34,348 | +2.1% | 0.03% | -3.7% |
| Q1 2015 | $2,600,000 | +2.1% | 33,656 | +1.2% | 0.03% | -6.9% |
| Q4 2014 | $2,547,000 | +30.7% | 33,256 | +25.2% | 0.03% | +20.8% |
| Q3 2014 | $1,949,000 | +28.4% | 26,560 | +27.9% | 0.02% | +33.3% |
| Q2 2014 | $1,518,000 | +12.8% | 20,765 | +8.4% | 0.02% | -5.3% |
| Q1 2014 | $1,346,000 | +10.5% | 19,159 | +8.7% | 0.02% | +5.6% |
| Q4 2013 | $1,218,000 | +52.4% | 17,619 | +38.8% | 0.02% | +38.5% |
| Q3 2013 | $799,000 | +23.7% | 12,691 | +18.5% | 0.01% | +18.2% |
| Q2 2013 | $646,000 | – | 10,709 | – | 0.01% | – |
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% |