ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 144 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $205 | -4.2% | 2,437 | -11.3% | 0.04% | -6.8% |
| Q1 2023 | $214 | -99.9% | 2,749 | -3.5% | 0.04% | -4.3% |
| Q2 2022 | $205,000 | -17.0% | 2,850 | 0.0% | 0.05% | -2.1% |
| Q1 2022 | $247,000 | -17.7% | 2,850 | -11.7% | 0.05% | -13.0% |
| Q4 2021 | $300,000 | +11.5% | 3,228 | 0.0% | 0.05% | +5.9% |
| Q3 2021 | $269,000 | +0.7% | 3,228 | 0.0% | 0.05% | -3.8% |
| Q2 2021 | $267,000 | +11.2% | 3,228 | +2.7% | 0.05% | 0.0% |
| Q1 2021 | $240,000 | -0.8% | 3,143 | -7.0% | 0.05% | -7.0% |
| Q4 2020 | $242,000 | -13.3% | 3,378 | +55.1% | 0.06% | -25.0% |
| Q3 2020 | $279,000 | +9.4% | 2,178 | +0.7% | 0.08% | -1.3% |
| Q2 2020 | $255,000 | +20.9% | 2,163 | 0.0% | 0.08% | -2.5% |
| Q1 2020 | $211,000 | -6.6% | 2,163 | -3.4% | 0.08% | +17.9% |
| Q2 2018 | $226,000 | -49.4% | 2,240 | -51.0% | 0.07% | -42.2% |
| Q1 2018 | $447,000 | -14.2% | 4,575 | -13.7% | 0.12% | -1.7% |
| Q4 2017 | $521,000 | -28.7% | 5,300 | -32.7% | 0.12% | -31.4% |
| Q3 2017 | $731,000 | -48.0% | 7,870 | -50.0% | 0.17% | -51.5% |
| Q2 2017 | $1,405,000 | -51.3% | 15,725 | -52.7% | 0.36% | -51.4% |
| Q1 2017 | $2,885,000 | -75.3% | 33,250 | -76.6% | 0.73% | -76.1% |
| Q4 2016 | $11,693,000 | – | 141,935 | – | 3.05% | – |
Download | ||||||
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% |