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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $377,000 | +13.6% | 3,571 | 0.0% | 0.04% | +2.9% |
| Q4 2018 | $332,000 | -12.9% | 3,571 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $381,000 | +5.8% | 3,571 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $360,000 | -2.4% | 3,571 | -5.3% | 0.04% | -5.4% |
| Q1 2018 | $369,000 | -0.5% | 3,772 | 0.0% | 0.04% | -2.6% |
| Q4 2017 | $371,000 | +11.7% | 3,772 | +5.6% | 0.04% | +8.6% |
| Q3 2017 | $332,000 | +4.1% | 3,571 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $319,000 | +2.9% | 3,571 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $310,000 | +1.6% | 3,571 | -3.5% | 0.04% | -2.8% |
| Q4 2016 | $305,000 | -7.3% | 3,701 | -9.5% | 0.04% | -10.0% |
| Q3 2016 | $329,000 | +13.1% | 4,091 | +8.9% | 0.04% | +5.3% |
| Q2 2016 | $291,000 | -4.3% | 3,756 | -5.3% | 0.04% | -7.3% |
| Q1 2016 | $304,000 | -8.2% | 3,966 | -9.2% | 0.04% | -8.9% |
| Q4 2015 | $331,000 | +6.8% | 4,366 | 0.0% | 0.04% | -2.2% |
| Q3 2015 | $310,000 | +14.0% | 4,366 | +21.9% | 0.05% | +21.1% |
| Q2 2015 | $272,000 | +15.7% | 3,581 | +17.6% | 0.04% | +18.8% |
| Q1 2015 | $235,000 | +0.9% | 3,046 | 0.0% | 0.03% | -3.0% |
| Q4 2014 | $233,000 | -15.0% | 3,046 | -18.5% | 0.03% | -19.5% |
| Q3 2014 | $274,000 | +5.0% | 3,736 | +4.6% | 0.04% | +5.1% |
| Q2 2014 | $261,000 | +4.0% | 3,571 | 0.0% | 0.04% | +2.6% |
| Q1 2014 | $251,000 | +1.6% | 3,571 | 0.0% | 0.04% | -2.6% |
| Q4 2013 | $247,000 | +16.5% | 3,571 | +6.1% | 0.04% | +11.4% |
| Q3 2013 | $212,000 | +4.4% | 3,366 | 0.0% | 0.04% | -2.8% |
| Q2 2013 | $203,000 | – | 3,366 | – | 0.04% | – |
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% |