ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 90 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $245,000 | +8.4% | 3,036 | +4.3% | 0.03% | -3.2% |
| Q2 2016 | $226,000 | +1.8% | 2,911 | 0.0% | 0.03% | +3.3% |
| Q1 2016 | $222,000 | +0.9% | 2,911 | 0.0% | 0.03% | +3.4% |
| Q4 2015 | $220,000 | +6.8% | 2,911 | 0.0% | 0.03% | +3.6% |
| Q3 2015 | $206,000 | -7.2% | 2,911 | 0.0% | 0.03% | -3.4% |
| Q2 2015 | $222,000 | +1.8% | 2,911 | -5.3% | 0.03% | +7.4% |
| Q2 2014 | $218,000 | +1.4% | 3,074 | 0.0% | 0.03% | 0.0% |
| Q1 2014 | $215,000 | +0.9% | 3,074 | 0.0% | 0.03% | 0.0% |
| Q4 2013 | $213,000 | – | 3,074 | – | 0.03% | – |
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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% |