ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 245 filers reported holding ISHARES TR in Q1 2019. 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 | 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% |