Asset Dedication, LLC - ISHARES TR ownership

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
Asset Dedication, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$40.0%450.0%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%
940.0%0.00%0.0%
Q3 2022$7,0000.0%94
+9.3%
0.00%0.0%
Q1 2022$7,000
-12.5%
860.0%0.00%0.0%
Q4 2021$8,000
+14.3%
860.0%0.00%0.0%
Q3 2021$7,0000.0%860.0%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$6,0000.0%86
+100.0%
0.00%0.0%
Q3 2020$6,000
+500.0%
43
+616.7%
0.00%
Q2 2020$1,0000.0%60.0%0.00%
Q1 2020$1,0000.0%60.0%0.00%
Q4 2019$1,0000.0%60.0%0.00%
Q3 2019$1,000
-50.0%
6
-60.0%
0.00%
-100.0%
Q1 2019$2,000
+100.0%
150.0%0.00%
Q4 2018$1,000
-50.0%
150.0%0.00%
-100.0%
Q3 2018$2,000150.00%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Gibson Capital, LLC 58,326$3,520,0001.40%
Ballentine Partners, LLC 69,961$4,222,0000.57%
SHAPIRO ROBERT N 41,558$2,508,0000.53%
Sigma Investment Management Co 8,259$498,0000.37%
Mariner Wealth Advisors-Madison, LLC 13,379$807,0000.36%
Callan Capital, LLC 10,275$620,0000.35%
FORBES J M & CO LLP 19,082$1,152,0000.34%
Long Wharf Investors, Inc. 5,245$317,0000.31%
KMS FINANCIAL SERVICES, INC 17,245$1,041,0000.29%
Hilltop Holdings Inc. 6,464$390,0000.26%
View complete list of ISHARES TR shareholders