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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $31,590,573 | +4.4% | 304,195 | +1.3% | 0.06% | -3.2% |
Q1 2024 | $30,262,450 | +34.3% | 300,202 | +21.3% | 0.06% | +18.9% |
Q4 2023 | $22,540,065 | +10.7% | 247,557 | -1.0% | 0.05% | -3.6% |
Q3 2023 | $20,353,304 | -2.7% | 250,005 | +0.6% | 0.06% | -1.8% |
Q2 2023 | $20,918,747 | +108512.4% | 248,528 | +0.6% | 0.06% | 0.0% |
Q1 2023 | $19,260 | +9.0% | 246,956 | +0.3% | 0.06% | -1.8% |
Q4 2022 | $17,677 | -99.9% | 246,217 | +6.5% | 0.06% | -8.1% |
Q3 2022 | $15,484,000 | -4.8% | 231,204 | +2.3% | 0.06% | -7.5% |
Q2 2022 | $16,257,000 | -14.9% | 226,104 | +2.6% | 0.07% | -6.9% |
Q1 2022 | $19,098,000 | -4.9% | 220,480 | +2.0% | 0.07% | -15.3% |
Q4 2021 | $20,083,000 | +12.7% | 216,135 | +0.9% | 0.08% | -8.6% |
Q3 2021 | $17,818,000 | +1.7% | 214,136 | +1.2% | 0.09% | -14.7% |
Q2 2021 | $17,523,000 | +10.3% | 211,556 | +1.6% | 0.11% | -1.8% |
Q1 2021 | $15,893,000 | +10.7% | 208,134 | +3.7% | 0.11% | +0.9% |
Q4 2020 | $14,361,000 | +12.7% | 200,740 | +101.6% | 0.11% | -8.3% |
Q3 2020 | $12,742,000 | +8.2% | 99,587 | -0.2% | 0.12% | +1.7% |
Q2 2020 | $11,779,000 | +24.7% | 99,809 | +2.9% | 0.12% | 0.0% |
Q1 2020 | $9,444,000 | -15.5% | 96,975 | +4.3% | 0.12% | +1.7% |
Q4 2019 | $11,170,000 | +10.7% | 92,987 | +2.2% | 0.12% | -4.1% |
Q3 2019 | $10,094,000 | +2.7% | 91,006 | +1.3% | 0.12% | +3.4% |
Q2 2019 | $9,825,000 | +147.4% | 89,842 | +1.2% | 0.12% | +105.3% |
Q1 2019 | $3,972,000 | +8.1% | 88,751 | +124.7% | 0.06% | -12.3% |
Q4 2018 | $3,674,000 | -10.3% | 39,506 | +2.9% | 0.06% | -38.1% |
Q3 2018 | $4,098,000 | +17.2% | 38,377 | +10.7% | 0.10% | +6.1% |
Q2 2018 | $3,498,000 | +5.6% | 34,659 | +2.2% | 0.10% | -16.8% |
Q1 2018 | $3,313,000 | +13.4% | 33,906 | +14.0% | 0.12% | +5.3% |
Q4 2017 | $2,922,000 | +34.5% | 29,746 | +27.2% | 0.11% | +15.3% |
Q3 2017 | $2,172,000 | +5.0% | 23,393 | +1.0% | 0.10% | +1.0% |
Q2 2017 | $2,068,000 | -3.0% | 23,163 | -5.7% | 0.10% | +4.3% |
Q1 2017 | $2,132,000 | +9.1% | 24,569 | +3.6% | 0.09% | +3.3% |
Q4 2016 | $1,954,000 | +11.5% | 23,723 | +9.0% | 0.09% | +5.9% |
Q3 2016 | $1,752,000 | +75.4% | 21,761 | +68.4% | 0.08% | +57.4% |
Q2 2016 | $999,000 | +58.6% | 12,920 | +56.9% | 0.05% | +45.9% |
Q1 2016 | $630,000 | -1.9% | 8,236 | -2.9% | 0.04% | -9.8% |
Q4 2015 | $642,000 | +7.5% | 8,480 | +0.8% | 0.04% | +51.9% |
Q3 2015 | $597,000 | -1.6% | 8,412 | +5.4% | 0.03% | -3.6% |
Q2 2015 | $607,000 | -1.3% | 7,982 | +0.3% | 0.03% | -46.2% |
Q1 2015 | $615,000 | -41.4% | 7,956 | -42.0% | 0.05% | -45.3% |
Q4 2014 | $1,050,000 | +1.8% | 13,708 | -2.4% | 0.10% | -18.1% |
Q3 2014 | $1,031,000 | +0.7% | 14,050 | +0.3% | 0.12% | +1.8% |
Q2 2014 | $1,024,000 | +4.4% | 14,007 | +0.3% | 0.11% | -9.5% |
Q1 2014 | $981,000 | +8.5% | 13,967 | +6.8% | 0.13% | +11.5% |
Q4 2013 | $904,000 | – | 13,079 | – | 0.11% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Dunhill Financial, LLC | 237,094 | $19,844,749 | 13.03% |
Francis Financial, Inc. | 134,716 | $11,339,043 | 6.13% |
Ulrich Consultants & Investment Group, LLC | 24,810 | $2,088,258 | 5.05% |
First Affirmative Financial Network | 49,796 | $4,191,338 | 4.19% |
HILL ISLAND FINANCIAL LLC | 109,165 | $9,188,423 | 3.48% |
Laurel Wealth Planning LLC | 45,566 | $3,835 | 2.74% |
Mascoma Wealth Management LLC | 103,032 | $8,793,746 | 2.70% |
McClarren Financial Advisors, Inc. | 30,939 | $2,604 | 2.15% |
Columbia Trust Co 01012016 | 39,875 | $3,356,279 | 1.88% |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 44,129 | $3,714,338 | 1.59% |