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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $216,000 | +45.0% | 2,828 | +84.4% | 0.00% | -100.0% |
| Q1 2020 | $149,000 | -66.2% | 1,534 | -58.2% | 0.00% | -66.7% |
| Q4 2019 | $441,000 | +160.9% | 3,670 | +141.4% | 0.00% | +200.0% |
| Q3 2019 | $169,000 | +1.8% | 1,520 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $166,000 | -23.1% | 1,520 | -34.5% | 0.00% | -50.0% |
| Q4 2018 | $216,000 | – | 2,322 | – | 0.00% | – |
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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% |