ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 140 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,043,000 | +14.0% | 13,655 | +6.8% | 0.08% | +3.8% |
| Q4 2020 | $915,000 | +17.8% | 12,785 | +110.5% | 0.08% | -42.4% |
| Q3 2020 | $777,000 | -18.8% | 6,074 | -25.1% | 0.14% | -24.0% |
| Q2 2020 | $957,000 | +369.1% | 8,112 | +287.4% | 0.18% | +315.9% |
| Q1 2020 | $204,000 | -19.0% | 2,094 | 0.0% | 0.04% | -13.7% |
| Q4 2019 | $252,000 | +8.6% | 2,094 | 0.0% | 0.05% | +13.3% |
| Q3 2019 | $232,000 | +1.3% | 2,094 | 0.0% | 0.04% | +15.4% |
| Q2 2019 | $229,000 | +3.6% | 2,094 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $221,000 | -39.8% | 2,094 | -46.9% | 0.04% | -46.6% |
| Q4 2018 | $367,000 | -12.8% | 3,945 | 0.0% | 0.07% | 0.0% |
| Q3 2018 | $421,000 | +1.9% | 3,945 | -3.6% | 0.07% | 0.0% |
| Q2 2018 | $413,000 | +3.2% | 4,091 | 0.0% | 0.07% | +15.9% |
| Q1 2018 | $400,000 | -0.5% | 4,091 | 0.0% | 0.06% | -6.0% |
| Q4 2017 | $402,000 | +8.6% | 4,091 | +2.6% | 0.07% | +4.7% |
| Q3 2017 | $370,000 | +3.9% | 3,989 | 0.0% | 0.06% | +6.7% |
| Q2 2017 | $356,000 | +2.9% | 3,989 | 0.0% | 0.06% | +30.4% |
| Q1 2017 | $346,000 | +7.1% | 3,989 | +1.7% | 0.05% | +12.2% |
| Q4 2016 | $323,000 | +2.2% | 3,922 | 0.0% | 0.04% | -26.8% |
| Q3 2016 | $316,000 | -48.8% | 3,922 | -41.6% | 0.06% | -20.0% |
| Q2 2016 | $617,000 | – | 6,714 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 126,183 | $9,840,996 | 6.67% |
| First Affirmative Financial Network | 53,189 | $4,148,245 | 4.80% |
| Ulrich Consultants & Investment Group, LLC | 24,810 | $1,934,932 | 4.04% |
| HILL ISLAND FINANCIAL LLC | 115,140 | $8,925,648 | 3.60% |
| Laurel Wealth Planning LLC | 49,988 | $3,899 | 2.58% |
| Mascoma Wealth Management LLC | 108,639 | $8,511,871 | 2.49% |
| McClarren Financial Advisors, Inc. | 30,867 | $2,405 | 2.19% |
| Columbia Trust Co 01012016 | 40,175 | $3,133,248 | 1.81% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 42,880 | $3,344,211 | 1.62% |
| BigSur Wealth Management LLC | 40,000 | $3,119,600 | 1.46% |