ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 118 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $321,000 | +2.2% | 3,897 | +0.1% | 0.01% | -9.1% |
| Q3 2016 | $314,000 | -14.4% | 3,893 | -18.0% | 0.01% | -15.4% |
| Q2 2016 | $367,000 | +1.1% | 4,746 | +0.0% | 0.01% | -13.3% |
| Q1 2016 | $363,000 | +26.5% | 4,744 | +25.2% | 0.02% | +15.4% |
| Q4 2015 | $287,000 | +79.4% | 3,790 | +68.1% | 0.01% | 0.0% |
| Q3 2015 | $160,000 | -6.4% | 2,254 | 0.0% | 0.01% | +8.3% |
| Q2 2015 | $171,000 | -8.6% | 2,254 | -6.7% | 0.01% | -7.7% |
| Q1 2015 | $187,000 | +240.0% | 2,416 | +237.4% | 0.01% | +116.7% |
| Q4 2014 | $55,000 | +3.8% | 716 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $53,000 | +1.9% | 716 | 0.0% | 0.01% | -14.3% |
| Q2 2014 | $52,000 | -48.0% | 716 | -50.0% | 0.01% | 0.0% |
| Q1 2014 | $100,000 | +132.6% | 1,432 | +132.5% | 0.01% | 0.0% |
| Q4 2013 | $43,000 | +10.3% | 616 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $39,000 | +5.4% | 616 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $37,000 | – | 616 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| C-J Advisory, Inc. | 22,794 | $2,173,000 | 1.58% |
| Cribstone Capital Management, LLC | 24,763 | $2,420,000 | 1.19% |
| Boston Standard Wealth Management, LLC | 18,789 | $1,836,000,000 | 1.15% |
| Gibson Capital, LLC | 32,723 | $3,191,000 | 1.14% |
| Litman Gregory Wealth Management LLC | 27,808 | $2,717,000 | 1.11% |
| Patriot Wealth Management, Inc. | 53,952 | $5,272,000 | 0.75% |
| Frontier Wealth Management LLC | 52,043 | $5,086,000 | 0.71% |
| PEOPLES BANK /OH | 9,250 | $904,000 | 0.53% |
| Shepherd Financial Partners LLC | 12,758 | $1,247,000 | 0.31% |
| Vivaldi Capital Management LP | 3,863 | $377,000 | 0.28% |