ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 222 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q2 2023 | $4 | -60.0% | 45 | -62.2% | 0.00% | -100.0% |
| Q1 2023 | $10 | +42.9% | 119 | +26.6% | 0.00% | 0.0% |
| Q4 2022 | $7 | -99.9% | 94 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | 0.0% | 94 | +9.3% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | -12.5% | 86 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | +14.3% | 86 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | -56.2% | 86 | -57.8% | 0.00% | -75.0% |
| Q1 2021 | $16,000 | +166.7% | 204 | +137.2% | 0.00% | +300.0% |
| Q4 2020 | $6,000 | 0.0% | 86 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | +500.0% | 43 | +616.7% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | -50.0% | 6 | -60.0% | 0.00% | -100.0% |
| Q1 2019 | $2,000 | +100.0% | 15 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | -50.0% | 15 | 0.0% | 0.00% | -100.0% |
| Q3 2018 | $2,000 | – | 15 | – | 0.00% | – |
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% |