ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 287 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,449 | -3.3% | 460 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $38,719 | +7.9% | 460 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $35,876 | +8.6% | 460 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $33,023 | +6.5% | 460 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $31,000 | -6.1% | 460 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $33,000 | -17.5% | 460 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $40,000 | -7.0% | 460 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $43,000 | +13.2% | 460 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $38,000 | 0.0% | 460 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $38,000 | +8.6% | 460 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $35,000 | +6.1% | 460 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $33,000 | +13.8% | 460 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $29,000 | +7.4% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $27,000 | +22.7% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $22,000 | -21.4% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $28,000 | +7.7% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $26,000 | +4.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $25,000 | +4.2% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $24,000 | +242.9% | 230 | +228.6% | 0.00% | +100.0% |
| Q4 2018 | $7,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $7,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $7,000 | -22.2% | 70 | -22.2% | 0.00% | 0.0% |
| Q4 2017 | $9,000 | +12.5% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $8,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $8,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $8,000 | -33.3% | 90 | -40.0% | 0.00% | 0.0% |
| Q4 2016 | $12,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $12,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $12,000 | +9.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $11,000 | – | 150 | – | 0.00% | – |
Download | ||||||
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% |