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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $4,756,000 | -14.2% | 51,145 | -1.5% | 0.70% | -0.4% |
| Q3 2018 | $5,543,000 | +5.8% | 51,901 | 0.0% | 0.70% | -2.8% |
| Q2 2018 | $5,239,000 | -0.6% | 51,901 | -3.8% | 0.72% | -4.3% |
| Q1 2018 | $5,272,000 | -0.5% | 53,952 | 0.0% | 0.75% | 0.0% |
| Q4 2017 | $5,300,000 | +4.8% | 53,952 | -0.9% | 0.75% | -8.4% |
| Q3 2017 | $5,057,000 | +85.8% | 54,468 | +78.7% | 0.82% | +79.8% |
| Q2 2017 | $2,722,000 | +3.0% | 30,473 | 0.0% | 0.46% | +7.8% |
| Q1 2017 | $2,644,000 | +5.3% | 30,473 | 0.0% | 0.42% | -10.9% |
| Q4 2016 | $2,510,000 | +1.2% | 30,473 | -1.1% | 0.48% | -0.8% |
| Q3 2016 | $2,481,000 | +279.9% | 30,817 | +265.3% | 0.48% | +271.3% |
| Q2 2016 | $653,000 | +1.1% | 8,437 | 0.0% | 0.13% | -0.8% |
| Q1 2016 | $646,000 | +29.5% | 8,437 | +28.1% | 0.13% | +26.2% |
| Q4 2015 | $499,000 | – | 6,585 | – | 0.10% | – |
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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% |