Brinker Capital Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 117 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Brinker Capital Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$2,764,286
+8.4%
38,505
+1.1%
0.06%
+3.8%
Q3 2022$2,550,000
-8.6%
38,071
-1.9%
0.05%0.0%
Q2 2022$2,789,000
-13.4%
38,794
+4.4%
0.05%
+6.0%
Q1 2022$3,219,000
-16.5%
37,164
-10.3%
0.05%
-10.7%
Q4 2021$3,853,000
+5.5%
41,451
-5.8%
0.06%
-3.4%
Q3 2021$3,652,000
-1.8%
44,002
-2.0%
0.06%
+18.4%
Q2 2021$3,720,000
+11.9%
44,915
+3.2%
0.05%
-2.0%
Q1 2021$3,323,000
+121.2%
43,518
+107.3%
0.05%
+117.4%
Q4 2020$1,502,000
-52.9%
20,997
-15.8%
0.02%
-58.2%
Q3 2020$3,191,000
+123.9%
24,941
+106.6%
0.06%
-8.3%
Q2 2020$1,425,000
+16.5%
12,072
-3.9%
0.06%
+7.1%
Q1 2020$1,223,000
-21.8%
12,560
-3.4%
0.06%
+7.7%
Q4 2019$1,563,000
+4.4%
13,008
-3.6%
0.05%0.0%
Q3 2019$1,497,000
+6.5%
13,500
+5.1%
0.05%
+18.2%
Q2 2019$1,405,000
+2.3%
12,844
-1.4%
0.04%0.0%
Q1 2019$1,374,000
+13.5%
13,027
+0.0%
0.04%
+4.8%
Q4 2018$1,211,000
-11.8%
13,023
+1.3%
0.04%
-2.3%
Q3 2018$1,373,000
+6.4%
12,854
+0.5%
0.04%
+4.9%
Q2 2018$1,291,000
+5.0%
12,785
+1.6%
0.04%
+2.5%
Q1 2018$1,230,000
+2.8%
12,587
+3.4%
0.04%0.0%
Q4 2017$1,196,000
+6.9%
12,175
+1.1%
0.04%0.0%
Q3 2017$1,119,000
+13.1%
12,047
+8.8%
0.04%
+5.3%
Q2 2017$989,000
+93.9%
11,070
+88.5%
0.04%
+81.0%
Q1 2017$510,000
+7.4%
5,873
+1.9%
0.02%
+5.0%
Q4 2016$475,000
+2.8%
5,761
+0.3%
0.02%
+5.3%
Q3 2016$462,000
+589.6%
5,744
+546.1%
0.02%
+533.3%
Q4 2015$67,000
+1.5%
889
-4.3%
0.00%0.0%
Q3 2015$66,000
-34.7%
929
-29.9%
0.00%
-25.0%
Q2 2015$101,0001,3260.00%
Other shareholders
ISHARES TR shareholders Q4 2015
NameSharesValueWeighting ↓
Gibson Capital, LLC 58,326$3,520,0001.40%
Ballentine Partners, LLC 69,961$4,222,0000.57%
SHAPIRO ROBERT N 41,558$2,508,0000.53%
Sigma Investment Management Co 8,259$498,0000.37%
Mariner Wealth Advisors-Madison, LLC 13,379$807,0000.36%
Callan Capital, LLC 10,275$620,0000.35%
FORBES J M & CO LLP 19,082$1,152,0000.34%
Long Wharf Investors, Inc. 5,245$317,0000.31%
KMS FINANCIAL SERVICES, INC 17,245$1,041,0000.29%
Hilltop Holdings Inc. 6,464$390,0000.26%
View complete list of ISHARES TR shareholders